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 4-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, LLC2 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $43,563 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,465 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,345 | $69,477-11.7% | $94,646-35.2% | $71,457-14.2% |
| Participation rate | 99.6% | 78.4%+21.1pp | 80.8%+18.7pp | 67.9%+31.6pp |
| Annual return | 24.76% | 29.66%-4.9pp | 156.71%-131.9pp | 28.85%-4.1pp |
| Employer contribution / active EE | $6,511 | $2,853+128.2% | $3,672+77.3% | $2,588+151.6% |
| Participant deferral / active EE | $14,538 | $7,345+97.9% | $7,418+96.0% | $4,289+239.0% |
| Admin fee / account holder | $168 | $1,210-86.1% | $7,231-97.7% | $1,587-89.4% |