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 9-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) | $26,886 |
HOLTZMAN PARTNERS, LLP2+ years Filed as: HOLTZMAN PARTNERS LLP Service code 10 1710 WEST 6TH ST · AUSTIN, TX 78703 | Accounting | $12,000 |
Service code 29 5121 BEE CANE RD STE 201 · AUSTIN, TX 78746 | Legal | $5,696 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,939 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,005 |
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 | $21,913 | $34,495-36.5% | $78,689-72.2% | $63,975-65.7% |
| Participation rate | 81.0% | 60.8%+20.2pp | 73.6%+7.4pp | 71.1%+9.9pp |
| Annual return | 8.23% | 11.62%-3.4pp | 62.18%-53.9pp | 48.65%-40.4pp |
| Employer contribution / active EE | $2,420 | $1,398+73.1% | $2,851-15.1% | $2,182+10.9% |
| Participant deferral / active EE | $1,092 | $2,100-48.0% | $3,517-69.0% | $3,356-67.5% |
| Admin fee / account holder | $40 | $68-41.5% | $4,510-99.1% | $70-43.5% |