See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,963 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,726 |
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 | $163,234 | $58,926+177.0% | $97,226+67.9% | $74,495+119.1% |
| Participation rate | 72.2% | 63.5%+8.7pp | 72.7%-0.5pp | 67.2%+5.0pp |
| Annual return | 15.53% | 16.04%-0.5pp | 75.13%-59.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,307 | $1,894+21.8% | $2,729-15.4% | $2,623-12.0% |
| Participant deferral / active EE | $4,213 | $3,664+15.0% | $4,264-1.2% | $4,346-3.1% |
| Admin fee / account holder | $531 | $1,974-73.1% | $5,654-90.6% | $1,942-72.6% |