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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GRP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $18,337 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,102 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $30,124 | $79,523-62.1% | $140,016-78.5% | $56,287-46.5% |
| Participation rate | 93.3% | 85.7%+7.6pp | 87.5%+5.8pp | 69.9%+23.5pp |
| Annual return | -4.29% | 2.39%-6.7pp | 651.12%-655.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,717 | $3,350-48.7% | $5,606-69.4% | $2,111-18.7% |
| Participant deferral / active EE | $2,666 | $5,129-48.0% | $6,927-61.5% | $3,350-20.4% |
| Admin fee / account holder | $117 | $614-81.0% | $10,705-98.9% | $521-77.5% |