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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 · EIN 33-0818667 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Advisory (Participants) | $52,120 |
T ROWE PRICE RPS INC1 year Service code 37 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $6,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,893 | $23,119+167.7% | $71,086-12.9% | $75,289-17.8% |
| Participation rate | 62.0% | 36.3%+25.7pp | 54.7%+7.4pp | 72.4%-10.4pp |
| Annual return | -3.37% | -3.32%-0.1pp | 650.59%-654.0pp | -0.04%-3.3pp |
| Employer contribution / active EE | $1,146 | $399+187.3% | $1,088+5.4% | $2,405-52.3% |
| Participant deferral / active EE | $2,833 | $960+195.0% | $1,874+51.1% | $3,739-24.2% |
| Admin fee / account holder | $38 | $89-57.5% | $3,082-98.8% | $102-62.8% |