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 15 · EIN 13-3689044 | Recordkeeping | $16,517 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $12,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,161 | $65,061-30.6% | $143,757-68.6% | $66,914-32.5% |
| Participation rate | 49.1% | 65.2%-16.1pp | 80.3%-31.3pp | 69.8%-20.7pp |
| Annual return | -18.06% | -11.14%-6.9pp | -0.04%-18.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $443 | $2,361-81.2% | $4,951-91.1% | $2,544-82.6% |
| Participant deferral / active EE | $1,495 | $2,919-48.8% | $5,637-73.5% | $4,237-64.7% |
| Admin fee / account holder | $402 | $502-19.9% | $14,673-97.3% | $593-32.2% |