See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $46,413 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $37,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,501 | $58,778+60.8% | $129,207-26.9% | $77,643+21.7% |
| Participation rate | 83.3% | 59.2%+24.1pp | 69.6%+13.7pp | 70.6%+12.8pp |
| Annual return | 12.24% | 24.73%-12.5pp | 9417.33%-9405.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $5,222 | $1,952+167.5% | $4,153+25.7% | $2,726+91.6% |
| Participant deferral / active EE | $6,625 | $3,212+106.2% | $4,168+59.0% | $4,647+42.6% |
| Admin fee / account holder | $131 | $589-77.7% | $7,715-98.3% | $430-69.5% |