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 |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $69,774 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $11,561 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,990 | $36,939+84.1% | $80,716-15.8% | $93,030-26.9% |
| Participation rate | 11.8% | 32.6%-20.8pp | 54.2%-42.4pp | 73.9%-62.1pp |
| Annual return | 14.41% | 17.55%-3.1pp | 87.28%-72.9pp | 158.70%-144.3pp |
| Employer contribution / active EE | $65 | $455-85.7% | $1,160-94.4% | $2,706-97.6% |
| Participant deferral / active EE | $423 | $1,044-59.4% | $2,146-80.3% | $4,562-90.7% |
| Admin fee / account holder | $4 | $162-97.5% | $3,380-99.9% | $152-97.3% |