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, LLC8+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $68,096 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,137 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $14,391 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,878 | $50,199+104.9% | $70,092+46.8% | $66,914+53.7% |
| Participation rate | 97.1% | 66.3%+30.8pp | 70.5%+26.6pp | 69.8%+27.3pp |
| Annual return | -13.95% | -13.85%-0.1pp | 190.73%-204.7pp | 1.58%-15.5pp |
| Employer contribution / active EE | $5,840 | $1,864+213.3% | $2,559+128.2% | $2,544+129.5% |
| Participant deferral / active EE | $6,772 | $3,112+117.6% | $3,849+76.0% | $4,237+59.8% |
| Admin fee / account holder | $542 | $600-9.6% | $6,267-91.3% | $593-8.6% |