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 37 · EIN 04-2647786 | Loan Processing | $242,587 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $121,563 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $20,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,449 | $50,127+18.6% | $149,673-60.3% | $80,160-25.8% |
| Participation rate | 64.0% | 64.3%-0.3pp | 78.8%-14.8pp | 72.9%-9.0pp |
| Annual return | 17.86% | 29.82%-12.0pp | 134.42%-116.6pp | 40.38%-22.5pp |
| Employer contribution / active EE | $184 | $1,865-90.1% | $4,818-96.2% | $2,978-93.8% |
| Participant deferral / active EE | $4,782 | $3,194+49.7% | $5,680-15.8% | $5,017-4.7% |
| Admin fee / account holder | $111 | $153-27.6% | $13,210-99.2% | $145-23.7% |