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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Participant loan p... | $312,964 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GRP LLC Service code 16 · EIN 33-0818667 | Consulting | $50,000 |
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 | $41,515 | $81,357-49.0% | $75,972-45.4% | $199,593-79.2% |
| Participation rate | 97.7% | 69.9%+27.8pp | 69.1%+28.6pp | 72.0%+25.7pp |
| Annual return | 14.97% | 16.32%-1.4pp | 359.55%-344.6pp | 34.25%-19.3pp |
| Employer contribution / active EE | $1,374 | $3,341-58.9% | $2,685-48.8% | $3,034-54.7% |
| Participant deferral / active EE | $5,091 | $4,710+8.1% | $4,255+19.6% | $5,087+0.1% |
| Admin fee / account holder | $108 | $144-25.2% | $6,467-98.3% | $269-59.8% |