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, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $63,066 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,383 | $92,090-12.7% | $106,201-24.3% | $77,671+3.5% |
| Participation rate | 65.1% | 81.0%-15.9pp | 75.3%-10.2pp | 70.6%-5.5pp |
| Annual return | 16.79% | 17.89%-1.1pp | 116.26%-99.5pp | 31.21%-14.4pp |
| Employer contribution / active EE | $3,491 | $3,368+3.6% | $3,170+10.1% | $2,726+28.0% |
| Participant deferral / active EE | $5,397 | $5,386+0.2% | $5,012+7.7% | $4,648+16.1% |
| Admin fee / account holder | $239 | $219+9.0% | $11,039-97.8% | $430-44.5% |