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, LLC5 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $125,357 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,638 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $49,052 | $72,254-32.1% | $86,677-43.4% | $64,808-24.3% |
| Participation rate | 98.1% | 80.4%+17.7pp | 76.6%+21.5pp | 71.5%+26.6pp |
| Annual return | -13.36% | 392.42%-405.8pp | 35.91%-49.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $1,500 | $2,393-37.3% | $2,836-47.1% | $2,506-40.1% |
| Participant deferral / active EE | $4,313 | $4,658-7.4% | $4,656-7.4% | $4,310+0.1% |
| Admin fee / account holder | $157 | $174-9.9% | $7,493-97.9% | $188-16.5% |