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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,426 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $5,112 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,990 | $33,232-94.0% | $71,796-97.2% | $63,975-96.9% |
| Participation rate | 92.2% | 60.1%+32.1pp | 69.1%+23.1pp | 71.1%+21.1pp |
| Annual return | 45.27% | 11.99%+33.3pp | 78.04%-32.8pp | 48.65%-3.4pp |
| Employer contribution / active EE | $691 | $723-4.4% | $1,924-64.1% | $2,182-68.3% |
| Participant deferral / active EE | $1,045 | $1,604-34.9% | $2,794-62.6% | $3,356-68.9% |
| Admin fee / account holder | $15 | $63-75.8% | $4,815-99.7% | $70-78.2% |