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, LLC2 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $15,161 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,193 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,795 | $54,229-26.6% | $70,092-43.2% | $68,494-41.9% |
| Participation rate | 77.4% | 64.5%+12.9pp | 70.5%+6.9pp | 67.9%+9.5pp |
| Annual return | -15.26% | -13.87%-1.4pp | 190.73%-206.0pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,484 | $2,018-26.5% | $2,559-42.0% | $2,596-42.8% |
| Participant deferral / active EE | $2,490 | $2,956-15.8% | $3,849-35.3% | $4,027-38.2% |
| Admin fee / account holder | $338 | $4,694-92.8% | $6,267-94.6% | $5,403-93.7% |