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, LLC10+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $74,301 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,155 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $8,278 |
Service code 10 1233 N MAYFAIR ROAD #302 · MILWAUKEE, WI 532263255 | Accounting | $7,800 |
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 | $124,760 | $62,127+100.8% | $81,382+53.3% | $74,495+67.5% |
| Participation rate | 93.5% | 64.0%+29.5pp | 69.5%+24.0pp | 67.2%+26.3pp |
| Annual return | 13.03% | 16.48%-3.5pp | 24.73%-11.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $4,719 | $1,882+150.7% | $2,463+91.6% | $2,623+79.9% |
| Participant deferral / active EE | $7,201 | $3,229+123.0% | $3,883+85.4% | $4,346+65.7% |
| Admin fee / account holder | $824 | $1,934-57.4% | $5,768-85.7% | $1,942-57.6% |