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, LLC5 years Service code 27 4000 MACARTHUR BLVD. · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $41,824 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $25,101 |
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 | $32,386 | $54,121-40.2% | $134,143-75.9% | $73,409-55.9% |
| Participation rate | 63.9% | 64.4%-0.5pp | 72.2%-8.3pp | 72.2%-8.3pp |
| Annual return | 13.13% | -312.52%+325.7pp | 36.33%-23.2pp | 59.29%-46.2pp |
| Employer contribution / active EE | $1,093 | $1,402-22.0% | $3,704-70.5% | $2,234-51.0% |
| Participant deferral / active EE | $1,851 | $2,844-34.9% | $3,499-47.1% | $3,805-51.3% |
| Admin fee / account holder | $88 | $132-33.7% | $6,684-98.7% | $158-44.4% |