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 Service code 27 · EIN 33-0818667 | Advisory (Plan) | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,513 |
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 | $220,879 | $63,299+248.9% | $91,001+142.7% | $62,292+254.6% |
| Participation rate | 98.8% | 73.3%+25.4pp | 75.6%+23.1pp | 69.5%+29.2pp |
| Annual return | 17.34% | 20.99%-3.7pp | 4.60%+12.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $7,385 | $1,807+308.7% | $2,456+200.7% | $2,042+261.6% |
| Participant deferral / active EE | $7,763 | $2,943+163.8% | $3,547+118.8% | $3,169+145.0% |
| Admin fee / account holder | $105 | $468-77.4% | $5,417-98.1% | $479-78.0% |