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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $100,718 |
CARLSON QUINN9+ years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL STREET STE 1600 · EMERYVILLE, CA 94608 | Contract Administrator | $38,327 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $415,196 | $55,415+649.2% | $155,509+167.0% | $74,495+457.4% |
| Participation rate | 68.7% | 61.9%+6.8pp | 78.2%-9.5pp | 67.2%+1.5pp |
| Annual return | -32.66% | 268.50%-301.2pp | 64.67%-97.3pp | 1364.94%-1397.6pp |
| Employer contribution / active EE | $20,167 | $2,267+789.5% | $4,672+331.6% | $2,623+668.8% |
| Participant deferral / active EE | $14,632 | $2,836+415.9% | $5,626+160.1% | $4,346+236.7% |
| Admin fee / account holder | $1,772 | $1,738+2.0% | $15,912-88.9% | $1,942-8.7% |