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, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $49,262 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,168 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,241 | $26,114+234.1% | $58,482+49.2% | $74,419+17.2% |
| Participation rate | 66.9% | 32.1%+34.8pp | 50.9%+16.1pp | 70.7%-3.8pp |
| Annual return | 20.58% | 32.51%-11.9pp | 4239.32%-4218.7pp | 34.38%-13.8pp |
| Employer contribution / active EE | $1,157 | $536+116.0% | $1,053+9.8% | $2,637-56.1% |
| Participant deferral / active EE | $4,133 | $1,075+284.6% | $1,924+114.8% | $4,528-8.7% |
| Admin fee / account holder | $145 | $649-77.7% | $2,516-94.2% | $348-58.3% |