See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 26 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92612 | Advisory (Participants) | $28,147 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,012 |
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 | $70,471 | $81,248-13.3% | $155,509-54.7% | $80,856-12.8% |
| Participation rate | 95.2% | 66.2%+29.0pp | 78.2%+17.1pp | 67.6%+27.6pp |
| Annual return | 14.65% | 33.31%-18.7pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,323 | $3,100+7.2% | $4,672-28.9% | $2,755+20.6% |
| Participant deferral / active EE | $8,100 | $3,452+134.7% | $5,626+44.0% | $4,296+88.6% |
| Admin fee / account holder | $376 | $7,997-95.3% | $15,912-97.6% | $6,918-94.6% |