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 9-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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $51,137 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $38,598 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,402 | $62,267-52.8% | $110,238-73.3% | $55,725-47.2% |
| Participation rate | 78.9% | 78.1%+0.8pp | 79.8%-0.9pp | 70.9%+8.0pp |
| Annual return | -5.24% | -1.07%-4.2pp | 314.74%-320.0pp | 244.93%-250.2pp |
| Employer contribution / active EE | $947 | $1,941-51.2% | $3,826-75.2% | $2,078-54.4% |
| Participant deferral / active EE | $2,860 | $3,516-18.7% | $4,672-38.8% | $3,356-14.8% |
| Admin fee / account holder | $169 | $121+39.5% | $8,547-98.0% | $115+46.4% |