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, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $99,742 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $85,291 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,057 |
Form 5500 reported that benefits due were not provided when due.
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 | $207,697 | $110,299+88.3% | $102,423+102.8% | $199,593+4.1% |
| Participation rate | 95.0% | 86.3%+8.7pp | 76.5%+18.5pp | 72.0%+23.0pp |
| Annual return | 15.96% | 35.73%-19.8pp | 29.32%-13.4pp | 34.25%-18.3pp |
| Employer contribution / active EE | $2,402 | $3,603-33.3% | $3,023-20.6% | $3,034-20.8% |
| Participant deferral / active EE | $18,135 | $6,376+184.4% | $5,053+258.9% | $5,087+256.5% |
| Admin fee / account holder | $123 | $122+0.8% | $9,451-98.7% | $269-54.1% |