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 | $82,879+201.4% | $96,576+158.7% | $67,986+267.4% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.4%+15.8pp | 57.2%+40.1pp |
| Annual return | 15.73% | 36.90%-21.2pp | 38.47%-22.7pp | 31.67%-15.9pp |
| Employer contribution / active EE | $3,695 | $2,727+35.5% | $3,553+4.0% | $2,019+83.0% |
| Participant deferral / active EE | $13,558 | $6,976+94.4% | $7,956+70.4% | $3,358+303.7% |
| Admin fee / account holder | $401 | $2,783-85.6% | $11,381-96.5% | $3,203-87.5% |