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, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $28,090 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,041 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,325 | $48,265+80.9% | $68,791+26.9% | $68,494+27.5% |
| Participation rate | 78.8% | 60.7%+18.1pp | 69.0%+9.8pp | 67.9%+10.9pp |
| Annual return | -15.95% | -12.71%-3.2pp | -6.38%-9.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,254 | $1,829-31.4% | $2,655-52.8% | $2,596-51.7% |
| Participant deferral / active EE | $9,233 | $2,867+222.1% | $3,941+134.3% | $4,027+129.3% |
| Admin fee / account holder | $506 | $4,355-88.4% | $4,932-89.7% | $5,403-90.6% |