Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | Sales loads (front end and deferred);... | $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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,515 | $81,302-48.9% | $76,002-45.4% | $199,768-79.2% |
| Participation rate | 97.7% | 70.1%+27.6pp | 69.1%+28.6pp | 72.0%+25.7pp |
| Annual return | 14.97% | 16.31%-1.3pp | 360.07%-345.1pp | 34.26%-19.3pp |
| Employer contribution / active EE | $1,374 | $3,352-59.0% | $2,688-48.9% | $3,037-54.7% |
| Participant deferral / active EE | $5,091 | $4,721+7.8% | $4,257+19.6% | $5,0900% |
| Admin fee / account holder | $108 | $145-25.5% | $6,414-98.3% | $269-59.8% |