Filed November 14, 2019
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, LLC3 years Service code 28 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Investment Management | $85,997 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,836 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $14,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,290 | $81,908-39.8% | $90,749-45.7% | $64,808-23.9% |
| Participation rate | 92.3% | 80.5%+11.8pp | 75.7%+16.6pp | 71.5%+20.8pp |
| Annual return | -15.34% | -12.53%-2.8pp | -12.16%-3.2pp | 32.82%-48.2pp |
| Employer contribution / active EE | $2,354 | $3,065-23.2% | $2,921-19.4% | $2,506-6.1% |
| Participant deferral / active EE | $5,324 | $4,840+10.0% | $4,564+16.6% | $4,310+23.5% |
| Admin fee / account holder | $281 | $157+78.6% | $8,445-96.7% | $188+49.5% |