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) | $60,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$14,366 |
Form 5500 reported that benefits due were not provided when due.
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 | $89,445 | $112,623-20.6% | $106,213-15.8% | $199,593-55.2% |
| Participation rate | 80.3% | 86.2%-5.9pp | 75.3%+5.0pp | 72.0%+8.3pp |
| Annual return | 18.40% | 15.57%+2.8pp | 116.14%-97.7pp | 34.25%-15.9pp |
| Employer contribution / active EE | $2,150 | $4,575-53.0% | $3,171-32.2% | $3,034-29.2% |
| Participant deferral / active EE | $4,570 | $6,659-31.4% | $5,016-8.9% | $5,087-10.2% |
| Admin fee / account holder | $31 | $107-71.2% | $11,033-99.7% | $269-88.5% |