See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $71,948 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $21,061 |
JGD & ASSOCIATES LLP1+ years Service code 10 5355 MIRA SORRENTO PL. · SAN DIEGO, CA 921213825 | Accounting | $12,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $467,631 | $101,317+361.6% | $146,958+218.2% | $74,495+527.7% |
| Participation rate | 97.8% | 75.5%+22.3pp | 82.2%+15.7pp | 67.2%+30.6pp |
| Annual return | 13.63% | 8730.91%-8717.3pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $16,987 | $3,810+345.8% | $4,933+244.4% | $2,623+547.6% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $253 | $1,739-85.4% | $12,998-98.1% | $1,942-87.0% |