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 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $48,540 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,894 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,389 | $122,693+12.0% | $184,203-25.4% | $199,593-31.2% |
| Participation rate | 98.5% | 86.8%+11.7pp | 86.8%+11.7pp | 72.0%+26.6pp |
| Annual return | 14.10% | 143.91%-129.8pp | 28.81%-14.7pp | 34.25%-20.2pp |
| Employer contribution / active EE | $6,098 | $4,584+33.0% | $6,427-5.1% | $3,034+101.0% |
| Participant deferral / active EE | $7,885 | $7,990-1.3% | $9,131-13.6% | $5,087+55.0% |
| Admin fee / account holder | $27 | $121-77.7% | $13,901-99.8% | $269-90.0% |