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 |
|---|---|---|
Filed as: SAGEVIEW ADISORY GROUP, LLC Service code 27 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $36,242 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,710 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 28 1920 MAIN STREET, SUITE 500 · IRVINE, CA 92614 | Investment Management | $8,303 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,997 | $96,484+8.8% | $156,263-32.8% | $74,304+41.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 15.13% | 17.73%-2.6pp | 59.47%-44.3pp | 29.43%-14.3pp |
| Employer contribution / active EE | $2,335 | $2,528-7.7% | $4,333-46.1% | $2,241+4.2% |
| Participant deferral / active EE | $6,433 | $4,286+50.1% | $6,158+4.5% | $3,767+70.7% |
| Admin fee / account holder | $356 | $3,728-90.5% | $14,255-97.5% | $2,969-88.0% |