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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $44,250 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,309 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,078 |
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 | $83,737 | $29,369+185.1% | $77,482+8.1% | $73,409+14.1% |
| Participation rate | 72.1% | 37.9%+34.1pp | 54.2%+17.9pp | 72.2%-0.1pp |
| Annual return | 153.56% | 358.15%-204.6pp | 54.79%+98.8pp | 59.29%+94.3pp |
| Employer contribution / active EE | $1,077 | $406+165.3% | $986+9.2% | $2,234-51.8% |
| Participant deferral / active EE | $2,474 | $941+162.9% | $1,861+32.9% | $3,805-35.0% |
| Admin fee / account holder | $105 | $123-14.1% | $2,858-96.3% | $158-33.2% |