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, LLC7 years Service code 27 1920 MAIN ST · IRVINE, CA 92614 | Advisory (Plan) | $44,998 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $43,072 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,178 | $47,898-32.8% | $117,472-72.6% | $64,808-50.3% |
| Participation rate | 58.0% | 61.9%-3.9pp | 70.6%-12.6pp | 71.5%-13.5pp |
| Annual return | -16.37% | -15.54%-0.8pp | 29.74%-46.1pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,219 | $1,774-31.3% | $4,176-70.8% | $2,506-51.4% |
| Participant deferral / active EE | $2,145 | $3,151-31.9% | $4,070-47.3% | $4,310-50.2% |
| Admin fee / account holder | $131 | $132-0.9% | $5,645-97.7% | $188-30.4% |