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, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $51,987 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,387 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$5,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,226 | $30,555+218.2% | $80,716+20.5% | $86,799+12.0% |
| Participation rate | 69.9% | 37.2%+32.7pp | 54.2%+15.8pp | 72.3%-2.4pp |
| Annual return | 18.94% | 30.35%-11.4pp | 87.28%-68.3pp | 97.91%-79.0pp |
| Employer contribution / active EE | $823 | $472+74.2% | $1,160-29.1% | $2,405-65.8% |
| Participant deferral / active EE | $3,220 | $1,050+206.7% | $2,146+50.1% | $4,131-22.1% |
| Admin fee / account holder | $104 | $135-23.2% | $3,380-96.9% | $170-38.7% |