See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,989 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY Service code 27 · EIN 33-0818667 | Advisory (Plan) | $13,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,730 | $72,607+142.0% | $90,749+93.6% | $66,914+162.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -16.79% | -12.28%-4.5pp | -12.16%-4.6pp | 1.58%-18.4pp |
| Employer contribution / active EE | $7,411 | $2,369+212.9% | $2,921+153.7% | $2,544+191.3% |
| Participant deferral / active EE | $8,760 | $3,977+120.2% | $4,564+91.9% | $4,237+106.7% |
| Admin fee / account holder | $251 | $707-64.5% | $8,445-97.0% | $593-57.7% |