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 | $164,585 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $56,203 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,418 | $102,389-32.2% | $100,516-30.9% | $90,288-23.1% |
| Participation rate | 96.4% | 84.0%+12.4pp | 79.4%+17.0pp | 73.4%+23.0pp |
| Annual return | 24.04% | 22.50%+1.5pp | 30.89%-6.9pp | 53.97%-29.9pp |
| Employer contribution / active EE | $2,984 | $3,056-2.4% | $3,418-12.7% | $2,524+18.2% |
| Participant deferral / active EE | $13,182 | $7,514+75.4% | $6,270+110.2% | $4,232+211.5% |
| Admin fee / account holder | $155 | $83+85.7% | $8,081-98.1% | $114+35.6% |