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, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 1920 MAIN SREET, SUITE 800 · IRVINE, CA 92614 | Investment Management | $20,139 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES INC. Service code 12 · EIN 62-1868111 | Direct payment from the plan; Recordk... | $2,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,370 | $38,969+103.7% | $109,313-27.4% | $55,167+43.9% |
| Participation rate | 64.6% | 58.2%+6.4pp | 71.3%-6.7pp | 69.0%-4.4pp |
| Annual return | -1.09% | 8.26%-9.4pp | 22.07%-23.2pp | 169.23%-170.3pp |
| Employer contribution / active EE | $1,417 | $1,227+15.5% | $3,892-63.6% | $1,963-27.8% |
| Participant deferral / active EE | $3,178 | $2,176+46.1% | $3,166+0.4% | $3,054+4.1% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |