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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $24,582 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $12,468 |
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 | $53,067 | $59,417-10.7% | $93,606-43.3% | $74,495-28.8% |
| Participation rate | 88.3% | 59.7%+28.6pp | 68.7%+19.6pp | 67.2%+21.1pp |
| Annual return | 11.96% | 81.83%-69.9pp | 133.20%-121.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,238 | $1,264-2.0% | $2,420-48.8% | $2,623-52.8% |
| Participant deferral / active EE | $1,931 | $3,050-36.7% | $4,411-56.2% | $4,346-55.6% |
| Admin fee / account holder | $161 | $3,021-94.7% | $8,285-98.1% | $1,942-91.7% |