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, LLC3 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $34,767 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,994 |
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 58 · EIN 74-1625348 | Product termination fees (surrender c... | $4,842 |
Annual investment return 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.
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 | $14,596 | $47,126-69.0% | $149,673-90.2% | $74,419-80.4% |
| Participation rate | 88.6% | 63.4%+25.2pp | 78.8%+9.8pp | 70.7%+17.8pp |
| Annual return | 12.39% | 22.75%-10.4pp | 134.42%-122.0pp | 34.38%-22.0pp |
| Employer contribution / active EE | $787 | $1,905-58.7% | $4,818-83.7% | $2,637-70.1% |
| Participant deferral / active EE | $1,701 | $2,728-37.7% | $5,680-70.1% | $4,528-62.4% |
| Admin fee / account holder | $96 | $343-72.0% | $13,210-99.3% | $348-72.4% |