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 | $49,251 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $22,191 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,529 | $51,315+173.9% | $95,745+46.8% | $71,457+96.7% |
| Participation rate | 63.8% | 63.0%+0.7pp | 72.3%-8.5pp | 67.9%-4.2pp |
| Annual return | 17.96% | 25.26%-7.3pp | 28.35%-10.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $2,202 | $1,819+21.0% | $2,835-22.3% | $2,588-14.9% |
| Participant deferral / active EE | $3,591 | $3,358+7.0% | $4,245-15.4% | $4,289-16.3% |
| Admin fee / account holder | $448 | $1,137-60.6% | $5,678-92.1% | $1,587-71.8% |