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 8-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, LLC6+ years Service code 27 1920 MAIN STREET, STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $15,177 |
Filed as: EMPOWER ANNUITY INSURANCE CO AMERIC Service code 64 | Recordkeeping Fees | $13,232 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,121 | $26,549+73.7% | $61,373-24.9% | $66,914-31.1% |
| Participation rate | 47.8% | 38.1%+9.7pp | 52.6%-4.8pp | 69.8%-22.0pp |
| Annual return | -15.68% | -16.21%+0.5pp | 338.61%-354.3pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,293 | $651+98.6% | $1,159+11.6% | $2,544-49.2% |
| Participant deferral / active EE | $3,432 | $1,338+156.5% | $2,125+61.5% | $4,237-19.0% |
| Admin fee / account holder | $210 | $409-48.6% | $2,130-90.1% | $593-64.6% |