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, LLC9+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $69,748 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,886 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $11,745 |
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 | $116,666 | $56,423+106.8% | $77,163+51.2% | $71,457+63.3% |
| Participation rate | 97.1% | 64.3%+32.8pp | 69.6%+27.6pp | 67.9%+29.2pp |
| Annual return | 16.27% | 19.05%-2.8pp | 37.87%-21.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $4,664 | $1,866+150.0% | $2,535+84.0% | $2,588+80.2% |
| Participant deferral / active EE | $6,972 | $3,142+121.9% | $3,833+81.9% | $4,289+62.6% |
| Admin fee / account holder | $571 | $1,429-60.1% | $5,472-89.6% | $1,587-64.0% |