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 8-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, LLC2 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $38,814 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,698 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 10 · EIN 74-1625348 | Accounting | $8,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,856 | $46,292-52.8% | $143,757-84.8% | $64,808-66.3% |
| Participation rate | 59.2% | 64.2%-5.0pp | 80.3%-21.1pp | 71.5%-12.2pp |
| Annual return | -13.88% | -10.05%-3.8pp | -0.04%-13.8pp | 32.82%-46.7pp |
| Employer contribution / active EE | $586 | $1,910-69.3% | $4,951-88.2% | $2,506-76.6% |
| Participant deferral / active EE | $1,259 | $2,646-52.4% | $5,637-77.7% | $4,310-70.8% |
| Admin fee / account holder | $137 | $154-10.9% | $14,673-99.1% | $188-27.0% |