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 60 · EIN 04-2647786 | Sub-TA Fees | $114,179 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $81,652 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,259 | $44,989+5.0% | $170,442-72.3% | $77,958-39.4% |
| Participation rate | 53.1% | 64.6%-11.5pp | 83.6%-30.5pp | 71.6%-18.6pp |
| Annual return | 18.42% | 19.61%-1.2pp | 205.93%-187.5pp | 20.87%-2.4pp |
| Employer contribution / active EE | $143 | $1,466-90.3% | $5,433-97.4% | $2,310-93.8% |
| Participant deferral / active EE | $3,210 | $2,208+45.4% | $4,939-35.0% | $3,537-9.2% |
| Admin fee / account holder | $78 | $69+13.5% | $13,880-99.4% | $97-19.6% |