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, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $48,305 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,123 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,444 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,052 | $73,360+74.6% | $177,989-28.1% | $74,495+71.9% |
| Participation rate | 95.4% | 66.6%+28.8pp | 77.1%+18.3pp | 67.2%+28.2pp |
| Annual return | 12.81% | 17.49%-4.7pp | 294.48%-281.7pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,135 | $2,216-3.7% | $3,949-45.9% | $2,623-18.6% |
| Participant deferral / active EE | $11,459 | $4,513+153.9% | $6,276+82.6% | $4,346+163.7% |
| Admin fee / account holder | $373 | $1,808-79.4% | $10,363-96.4% | $1,942-80.8% |