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, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $39,810 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 37 · EIN 04-3532603 | Loan Processing | $21,022 |
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 | $98,764 | $89,436+10.4% | $164,813-40.1% | $77,643+27.2% |
| Participation rate | 93.9% | 78.6%+15.3pp | 78.6%+15.3pp | 70.6%+23.3pp |
| Annual return | 21.76% | 28.83%-7.1pp | 69.93%-48.2pp | 31.24%-9.5pp |
| Employer contribution / active EE | $1,769 | $2,569-31.1% | $4,341-59.2% | $2,726-35.1% |
| Participant deferral / active EE | $6,634 | $4,897+35.5% | $6,031+10.0% | $4,647+42.8% |
| Admin fee / account holder | $64 | $339-81.3% | $12,690-99.5% | $430-85.2% |