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, LLC11+ years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $49,917 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,100 |
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 | $249,814 | $88,634+181.8% | $101,326+146.5% | $74,304+236.2% |
| Participation rate | 97.3% | 76.9%+20.4pp | 81.5%+15.8pp | 60.3%+36.9pp |
| Annual return | 15.73% | 33.10%-17.4pp | 36.82%-21.1pp | 29.43%-13.7pp |
| Employer contribution / active EE | $3,695 | $2,930+26.1% | $3,665+0.8% | $2,241+64.9% |
| Participant deferral / active EE | $13,558 | $7,322+85.2% | $7,994+69.6% | $3,767+259.9% |
| Admin fee / account holder | $401 | $2,425-83.5% | $11,185-96.4% | $2,969-86.5% |