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, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,108 |
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 | $85,241 | $91,372-6.7% | $129,995-34.4% | $74,419+14.5% |
| Participation rate | 96.0% | 77.8%+18.3pp | 78.5%+17.6pp | 70.7%+25.3pp |
| Annual return | 23.64% | 23.21%+0.4pp | -137.18%+160.8pp | 34.38%-10.7pp |
| Employer contribution / active EE | $1,522 | $2,563-40.6% | $4,320-64.8% | $2,637-42.3% |
| Participant deferral / active EE | $6,335 | $4,721+34.2% | $5,820+8.9% | $4,528+39.9% |
| Admin fee / account holder | $48 | $283-83.1% | $10,614-99.5% | $348-86.2% |