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 | $102,161 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $29,495 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,409 | $30,147+113.7% | $58,482+10.1% | $80,160-19.6% |
| Participation rate | 15.2% | 34.4%-19.2pp | 50.9%-35.7pp | 72.9%-57.7pp |
| Annual return | 17.81% | 21.97%-4.2pp | 4239.32%-4221.5pp | 40.38%-22.6pp |
| Employer contribution / active EE | $112 | $528-78.8% | $1,053-89.4% | $2,978-96.2% |
| Participant deferral / active EE | $733 | $1,249-41.3% | $1,924-61.9% | $5,017-85.4% |
| Admin fee / account holder | $9 | $195-95.5% | $2,516-99.7% | $145-93.9% |