Filed July 30, 2026
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 13 · EIN 42-0127290 | Contract Administrator | $33,903 |
Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $15,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,970 | $65,322-32.7% | $70,449-37.6% | $73,488-40.2% |
| Participation rate | 67.7% | 77.0%-9.2pp | 75.1%-7.4pp | 70.7%-3.0pp |
| Annual return | 4.99% | 15.71%-10.7pp | 109.03%-104.0pp | 28.51%-23.5pp |
| Employer contribution / active EE | $1,488 | $2,460-39.5% | $2,737-45.6% | $2,270-34.5% |
| Participant deferral / active EE | $4,011 | $3,375+18.8% | $3,709+8.1% | $3,740+7.3% |
| Admin fee / account holder | $215 | $214+0.3% | $3,845-94.4% | $513-58.2% |