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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,477 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $137,355 | $60,488+127.1% | $109,895+25.0% | $79,386+73.0% |
| Participation rate | 64.8% | 67.0%-2.2pp | 74.2%-9.4pp | 70.7%-5.9pp |
| Annual return | 14.73% | 189.57%-174.8pp | 29.45%-14.7pp | 116.85%-102.1pp |
| Employer contribution / active EE | $2,255 | $1,649+36.7% | $2,842-20.7% | $2,427-7.1% |
| Participant deferral / active EE | $3,820 | $3,220+18.6% | $4,048-5.6% | $4,046-5.6% |
| Admin fee / account holder | $449 | $605-25.7% | $6,066-92.6% | $626-28.3% |