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 04-2647786 | Loan Processing | $57,822 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW Service code 27 · EIN 33-0818666 | Advisory (Plan) | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,157 | $70,908+259.8% | $98,907+158.0% | $73,488+247.2% |
| Participation rate | 99.4% | 73.8%+25.6pp | 76.0%+23.4pp | 70.7%+28.7pp |
| Annual return | 12.42% | 34.17%-21.8pp | 196.43%-184.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $4,619 | $2,036+126.8% | $2,689+71.8% | $2,270+103.5% |
| Participant deferral / active EE | $9,192 | $3,500+162.6% | $4,244+116.6% | $3,740+145.8% |
| Admin fee / account holder | $347 | $535-35.2% | $6,642-94.8% | $513-32.4% |