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, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $24,772 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,181 |
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 | $109,869 | $85,022+29.2% | $70,515+55.8% | $139,434-21.2% |
| Participation rate | 91.7% | 73.9%+17.8pp | 68.3%+23.3pp | 80.3%+11.3pp |
| Annual return | 15.32% | 30.38%-15.1pp | 32.77%-17.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,314 | $3,909-66.4% | $2,973-55.8% | $4,751-72.3% |
| Participant deferral / active EE | $8,254 | $5,890+40.1% | $4,567+80.7% | $6,710+23.0% |
| Admin fee / account holder | $510 | $8,906-94.3% | $6,412-92.0% | $11,403-95.5% |