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 | $48,561 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,547 |
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 | $120,472 | $44,642+169.9% | $91,220+32.1% | $66,914+80.0% |
| Participation rate | 66.7% | 64.9%+1.8pp | 73.2%-6.5pp | 69.8%-3.1pp |
| Annual return | -18.77% | -12.29%-6.5pp | 114.01%-132.8pp | 1.58%-20.4pp |
| Employer contribution / active EE | $2,513 | $1,706+47.3% | $2,850-11.8% | $2,544-1.2% |
| Participant deferral / active EE | $4,214 | $3,349+25.8% | $4,234-0.5% | $4,237-0.5% |
| Admin fee / account holder | $434 | $521-16.9% | $5,420-92.0% | $593-26.9% |