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, LLC11+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $86,535 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,985 |
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 | $84,483 | $108,549-22.2% | $156,263-45.9% | $85,563-1.3% |
| Participation rate | 90.7% | 77.1%+13.6pp | 78.9%+11.8pp | 66.0%+24.7pp |
| Annual return | 15.03% | 21.79%-6.8pp | 59.47%-44.4pp | 31.51%-16.5pp |
| Employer contribution / active EE | $3,215 | $2,690+19.5% | $4,333-25.8% | $2,654+21.1% |
| Participant deferral / active EE | $10,942 | $4,800+127.9% | $6,158+77.7% | $4,375+150.1% |
| Admin fee / account holder | $163 | $650-74.9% | $14,255-98.9% | $834-80.4% |