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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,999 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,887 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,877 | $71,142+2.4% | $119,609-39.1% | $64,808+12.5% |
| Participation rate | 96.2% | 78.6%+17.6pp | 79.3%+16.9pp | 71.5%+24.7pp |
| Annual return | -19.57% | -10.01%-9.6pp | -14.97%-4.6pp | 32.82%-52.4pp |
| Employer contribution / active EE | $1,316 | $2,497-47.3% | $4,232-68.9% | $2,506-47.5% |
| Participant deferral / active EE | $5,949 | $4,490+32.5% | $5,602+6.2% | $4,310+38.0% |
| Admin fee / account holder | $49 | $162-69.7% | $10,323-99.5% | $188-73.8% |