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, LLC6 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $42,230 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,165 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,715 | $88,982-3.7% | $102,438-16.3% | $77,671+10.4% |
| Participation rate | 97.9% | 80.9%+17.0pp | 76.5%+21.4pp | 70.6%+27.3pp |
| Annual return | 19.54% | 25.01%-5.5pp | 29.37%-9.8pp | 31.21%-11.7pp |
| Employer contribution / active EE | $799 | $2,698-70.4% | $3,024-73.6% | $2,726-70.7% |
| Participant deferral / active EE | $14,663 | $5,144+185.1% | $5,054+190.2% | $4,648+215.5% |
| Admin fee / account holder | $158 | $236-32.9% | $9,448-98.3% | $430-63.3% |