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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $20,095 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $15,310 |
Filed as: ARNETT CARBIS TOOTHMAN LLP DBA WALK Service code 10 101 WASHINGTON ST E · CHARLESTON, WV 25301 | Accounting | $6,874 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,572 | $123,793+32.9% | $177,821-7.5% | $79,858+106.1% |
| Participation rate | 78.6% | 84.7%-6.1pp | 87.7%-9.2pp | 69.6%+8.9pp |
| Annual return | 15.38% | 22.82%-7.4pp | 48.32%-32.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,244 | $4,095-69.6% | $5,918-79.0% | $2,471-49.7% |
| Participant deferral / active EE | $3,560 | $5,956-40.2% | $7,714-53.9% | $3,740-4.8% |
| Admin fee / account holder | $486 | $7,243-93.3% | $12,427-96.1% | $5,306-90.8% |