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 | $35,419 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $2,303 |
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).
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 | $19,488 | $87,125-77.6% | $108,410-82.0% | $86,799-77.5% |
| Participation rate | 69.7% | 80.5%-10.9pp | 80.1%-10.5pp | 72.3%-2.6pp |
| Annual return | 49.75% | 25.21%+24.5pp | 905.27%-855.5pp | 97.91%-48.2pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,558-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,534 | $6,944-5.9% | $6,563-0.4% | $4,131+58.2% |
| Admin fee / account holder | $75 | $130-42.6% | $7,295-99.0% | $170-55.9% |