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 | $98,727+57.6% | $113,168+37.5% | $85,563+81.8% |
| Participation rate | 99.5% | 80.8%+18.7pp | 76.6%+22.9pp | 66.0%+33.5pp |
| Annual return | 19.50% | 17.43%+2.1pp | 24.27%-4.8pp | 31.51%-12.0pp |
| Employer contribution / active EE | $7,895 | $2,907+171.6% | $2,975+165.4% | $2,654+197.5% |
| Participant deferral / active EE | $14,044 | $5,424+158.9% | $5,107+175.0% | $4,375+221.0% |
| Admin fee / account holder | $62 | $357-82.5% | $12,068-99.5% | $834-92.5% |