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, LLC4 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $35,531 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $20,615 |
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 | $26,043 | $53,911-51.7% | $130,648-80.1% | $77,787-66.5% |
| Participation rate | 61.2% | 60.2%+1.0pp | 71.7%-10.6pp | 73.2%-12.0pp |
| Annual return | 33.25% | 21.93%+11.3pp | 1708.96%-1675.7pp | 32.57%+0.7pp |
| Employer contribution / active EE | $900 | $1,826-50.7% | $4,092-78.0% | $2,504-64.1% |
| Participant deferral / active EE | $1,514 | $2,288-33.8% | $3,603-58.0% | $3,967-61.8% |
| Admin fee / account holder | $64 | $129-50.1% | $5,464-98.8% | $100-35.9% |