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 10-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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $18,554 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $12,201 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 | Advisory (Plan) | $9,097 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,801 | $50,464-7.3% | $75,781-38.2% | $52,331-10.6% |
| Participation rate | 71.5% | 66.8%+4.7pp | 75.8%-4.3pp | 68.1%+3.4pp |
| Annual return | -0.01% | 1.03%-1.0pp | 9.68%-9.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $278 | $1,988-86.0% | $3,323-91.6% | $1,882-85.2% |
| Participant deferral / active EE | $1,641 | $2,570-36.2% | $3,651-55.1% | $3,022-45.7% |
| Admin fee / account holder | $250 | $1,103-77.3% | $5,299-95.3% | $592-57.7% |