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 15 · EIN 35-0145825 | Recordkeeping | $70,712 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $29,779 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,080 | $26,906+101.0% | $61,373-11.9% | $77,904-30.6% |
| Participation rate | 9.9% | 33.4%-23.6pp | 52.6%-42.7pp | 73.7%-63.8pp |
| Annual return | -15.51% | -14.46%-1.0pp | 338.61%-354.1pp | 12.21%-27.7pp |
| Employer contribution / active EE | $65 | $521-87.5% | $1,159-94.4% | $2,848-97.7% |
| Participant deferral / active EE | $405 | $1,180-65.7% | $2,125-80.9% | $4,806-91.6% |
| Admin fee / account holder | $9 | $117-92.4% | $2,130-99.6% | $133-93.3% |