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 | $97,705 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $72,801 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,651 | $91,372-59.9% | $129,995-71.8% | $74,419-50.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 17.50% | 23.21%-5.7pp | -137.18%+154.7pp | 34.38%-16.9pp |
| Employer contribution / active EE | $3,023 | $2,563+17.9% | $4,320-30.0% | $2,637+14.6% |
| Participant deferral / active EE | $5,243 | $4,721+11.1% | $5,820-9.9% | $4,528+15.8% |
| Admin fee / account holder | $193 | $283-31.9% | $10,614-98.2% | $348-44.6% |