See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $25,000 |
CROWE LLP6 years Service code 10 225 WEST WACKER DR STE 2600 · CHICAGO, IL 606061224 | Accounting | $22,924 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,902 |
Service code 99 601 CONGRESS ST 6TH FL · BOSTON, MA 02210 | Other Fees | $7,303 |
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 | $128,665 | $112,686+14.2% | $169,993-24.3% | $80,160+60.5% |
| Participation rate | 98.7% | 87.4%+11.3pp | 87.0%+11.7pp | 72.9%+25.8pp |
| Annual return | 24.97% | 67.04%-42.1pp | 53.37%-28.4pp | 40.38%-15.4pp |
| Employer contribution / active EE | $10,452 | $4,481+133.2% | $6,785+54.0% | $2,978+251.0% |
| Participant deferral / active EE | $13,950 | $7,876+77.1% | $10,408+34.0% | $5,017+178.0% |
| Admin fee / account holder | $98 | $99-1.1% | $12,815-99.2% | $145-32.4% |