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 Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $14,341 |
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 | $143,162 | $109,359+30.9% | $162,163-11.7% | $72,985+96.2% |
| Participation rate | 76.5% | 84.3%-7.7pp | 87.6%-11.0pp | 69.5%+7.1pp |
| Annual return | 22.81% | 25.46%-2.6pp | 115.59%-92.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,053 | $3,907-73.1% | $5,614-81.2% | $2,440-56.8% |
| Participant deferral / active EE | $3,058 | $5,481-44.2% | $7,298-58.1% | $3,607-15.2% |
| Admin fee / account holder | $156 | $7,972-98.0% | $10,843-98.6% | $5,124-97.0% |