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 9-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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,412 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,938 | $62,127+81.8% | $81,382+38.8% | $74,495+51.6% |
| Participation rate | 92.9% | 64.0%+28.9pp | 69.5%+23.4pp | 67.2%+25.7pp |
| Annual return | 17.37% | 16.48%+0.9pp | 24.73%-7.4pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $2,237 | $1,882+18.8% | $2,463-9.2% | $2,623-14.7% |
| Participant deferral / active EE | $6,580 | $3,229+103.8% | $3,883+69.5% | $4,346+51.4% |
| Admin fee / account holder | $205 | $1,934-89.4% | $5,768-96.4% | $1,942-89.5% |