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 16 · EIN 33-0818667 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Consulting | $86,723 |
T ROWE PRICE RPS INC2 years Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,221 | $26,479+172.8% | $74,701-3.3% | $77,787-7.2% |
| Participation rate | 64.2% | 37.6%+26.6pp | 54.5%+9.7pp | 73.2%-9.0pp |
| Annual return | 24.49% | 38.31%-13.8pp | 752.92%-728.4pp | 32.57%-8.1pp |
| Employer contribution / active EE | $1,543 | $440+250.9% | $1,084+42.4% | $2,504-38.4% |
| Participant deferral / active EE | $2,980 | $1,074+177.3% | $1,964+51.7% | $3,967-24.9% |
| Admin fee / account holder | $64 | $119-45.9% | $3,333-98.1% | $100-35.7% |