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 6-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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,261 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,872 | $78,781-78.6% | $100,516-83.2% | $73,409-77.0% |
| Participation rate | 66.4% | 80.0%-13.7pp | 79.4%-13.0pp | 72.2%-5.8pp |
| Annual return | 0.00% | 31.69%-31.7pp | 30.89%-30.9pp | 59.29%-59.3pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,924 | $6,537-24.7% | $6,270-21.5% | $3,805+29.4% |
| Admin fee / account holder | $50 | $145-65.7% | $8,081-99.4% | $158-68.4% |