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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.
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC11+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $56,480 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,436 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,297 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,092 | $65,241-9.4% | $126,539-53.3% | $85,563-30.9% |
| Participation rate | 90.6% | 48.6%+42.0pp | 69.8%+20.8pp | 66.0%+24.6pp |
| Annual return | 13.89% | 42.19%-28.3pp | 425.95%-412.1pp | 31.51%-17.6pp |
| Employer contribution / active EE | $0 | $1,937-100.0% | $3,674-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $6,532 | $3,032+115.5% | $4,083+60.0% | $4,375+49.3% |
| Admin fee / account holder | $244 | $1,031-76.3% | $6,065-96.0% | $834-70.8% |