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, LLC4 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $38,904 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,138 |
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 | $155,587 | $103,024+51.0% | $112,040+38.9% | $79,634+95.4% |
| Participation rate | 99.5% | 80.6%+19.0pp | 76.5%+23.0pp | 62.5%+37.0pp |
| Annual return | 19.50% | 17.60%+1.9pp | 24.52%-5.0pp | 36.46%-17.0pp |
| Employer contribution / active EE | $7,895 | $3,015+161.9% | $2,954+167.3% | $2,529+212.2% |
| Participant deferral / active EE | $14,044 | $5,233+168.4% | $5,098+175.5% | $3,835+266.3% |
| Admin fee / account holder | $62 | $465-86.6% | $12,098-99.5% | $1,002-93.8% |