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, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $66,125 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,092 |
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 | $28,815 | $40,278-28.5% | $80,569-64.2% | $80,160-64.1% |
| Participation rate | 40.7% | 47.5%-6.8pp | 67.0%-26.2pp | 72.9%-32.2pp |
| Annual return | 18.89% | 50.86%-32.0pp | 935.43%-916.5pp | 40.38%-21.5pp |
| Employer contribution / active EE | $80 | $1,332-94.0% | $2,723-97.1% | $2,978-97.3% |
| Participant deferral / active EE | $4,167 | $2,696+54.6% | $4,447-6.3% | $5,017-16.9% |
| Admin fee / account holder | $97 | $210-53.9% | $5,377-98.2% | $145-33.1% |