See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $65,832 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,382 | $37,317-37.3% | $77,024-69.6% | $77,904-70.0% |
| Participation rate | 38.4% | 46.9%-8.4pp | 67.9%-29.5pp | 73.7%-35.2pp |
| Annual return | -15.08% | -5.88%-9.2pp | 42.32%-57.4pp | 12.21%-27.3pp |
| Employer contribution / active EE | $68 | $1,218-94.4% | $2,812-97.6% | $2,848-97.6% |
| Participant deferral / active EE | $4,072 | $2,564+58.8% | $4,426-8.0% | $4,806-15.3% |
| Admin fee / account holder | $98 | $126-21.7% | $5,425-98.2% | $133-25.7% |