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 Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $14,185 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $113,567 | $94,529+20.1% | $140,016-18.9% | $64,186+76.9% |
| Participation rate | 76.5% | 84.1%-7.5pp | 87.5%-11.0pp | 69.6%+7.0pp |
| Annual return | -4.68% | 7.77%-12.5pp | 651.12%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,041 | $3,812-72.7% | $5,606-81.4% | $2,381-56.3% |
| Participant deferral / active EE | $3,092 | $5,250-41.1% | $6,927-55.4% | $3,470-10.9% |
| Admin fee / account holder | $149 | $6,741-97.8% | $10,705-98.6% | $4,888-96.9% |