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, LLC11+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $81,351 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,532 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $9,790 |
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 | $142,647 | $65,561+117.6% | $91,541+55.8% | $74,304+92.0% |
| Participation rate | 95.3% | 56.6%+38.8pp | 69.8%+25.6pp | 60.3%+35.0pp |
| Annual return | 15.97% | 17.68%-1.7pp | 20.50%-4.5pp | 29.43%-13.5pp |
| Employer contribution / active EE | $6,702 | $1,717+290.4% | $2,505+167.6% | $2,241+199.1% |
| Participant deferral / active EE | $7,790 | $2,918+167.0% | $4,008+94.4% | $3,767+106.8% |
| Admin fee / account holder | $662 | $3,333-80.1% | $6,956-90.5% | $2,969-77.7% |