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) | $18,648 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,946 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,688 | $62,267-45.9% | $110,238-69.4% | $55,725-39.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | 16.32% | -1.07%+17.4pp | 314.74%-298.4pp | 244.93%-228.6pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,826-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $6,826 | $3,516+94.1% | $4,672+46.1% | $3,356+103.4% |
| Admin fee / account holder | $71 | $121-41.1% | $8,547-99.2% | $115-38.2% |