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 10-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, LLC3 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $31,866 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $22,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,796 | $407,990-95.1% | $121,196-83.7% | $75,289-73.7% |
| Participation rate | 62.1% | 59.5%+2.6pp | 71.7%-9.7pp | 72.4%-10.3pp |
| Annual return | -3.07% | 2.93%-6.0pp | 16.93%-20.0pp | -0.04%-3.0pp |
| Employer contribution / active EE | $864 | $1,846-53.2% | $4,022-78.5% | $2,405-64.1% |
| Participant deferral / active EE | $1,408 | $2,201-36.0% | $3,344-57.9% | $3,739-62.3% |
| Admin fee / account holder | $65 | $455-85.8% | $5,019-98.7% | $102-36.8% |