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, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $51,550 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $26,192 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,663 |
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 | $74,816 | $30,086+148.7% | $61,373+21.9% | $64,808+15.4% |
| Participation rate | 68.0% | 36.4%+31.6pp | 52.6%+15.4pp | 71.5%-3.5pp |
| Annual return | -17.95% | -13.99%-4.0pp | 338.61%-356.6pp | 32.82%-50.8pp |
| Employer contribution / active EE | $930 | $536+73.5% | $1,159-19.8% | $2,506-62.9% |
| Participant deferral / active EE | $3,797 | $1,126+237.3% | $2,125+78.7% | $4,310-11.9% |
| Admin fee / account holder | $152 | $148+2.8% | $2,130-92.9% | $188-18.9% |