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 | $18,835 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $14,211 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $8,450 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,253 | $110,094+30.1% | $151,611-5.5% | $68,494+109.1% |
| Participation rate | 72.2% | 84.0%-11.7pp | 87.5%-15.3pp | 67.9%+4.3pp |
| Annual return | -18.70% | -10.12%-8.6pp | 3.33%-22.0pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,147 | $4,471-74.3% | $6,166-81.4% | $2,596-55.8% |
| Participant deferral / active EE | $3,611 | $6,527-44.7% | $8,363-56.8% | $4,027-10.3% |
| Admin fee / account holder | $532 | $7,719-93.1% | $11,616-95.4% | $5,403-90.2% |