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, LLC3 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $58,633 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,943 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,267 | $79,013-3.5% | $100,391-24.0% | $74,495+2.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 19.36% | 20.41%-1.1pp | 49.20%-29.8pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $6,570 | $3,021+117.5% | $3,942+66.7% | $2,623+150.5% |
| Participant deferral / active EE | $14,180 | $7,760+82.7% | $8,082+75.5% | $4,346+226.3% |
| Admin fee / account holder | $226 | $1,320-82.8% | $7,899-97.1% | $1,942-88.3% |