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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $13,978 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,899 |
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 | $59,577 | $89,465-33.4% | $164,866-63.9% | $77,671-23.3% |
| Participation rate | 98.7% | 78.6%+20.1pp | 78.6%+20.1pp | 70.6%+28.1pp |
| Annual return | 12.99% | 28.81%-15.8pp | 69.97%-57.0pp | 31.21%-18.2pp |
| Employer contribution / active EE | $1,385 | $2,568-46.1% | $4,343-68.1% | $2,726-49.2% |
| Participant deferral / active EE | $4,315 | $4,897-11.9% | $6,033-28.5% | $4,648-7.2% |
| Admin fee / account holder | $65 | $340-80.7% | $12,689-99.5% | $430-84.8% |