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, LLC10+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $77,432 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,158 |
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 | $89,481 | $89,4650% | $164,866-45.7% | $77,671+15.2% |
| Participation rate | 89.4% | 78.6%+10.8pp | 78.6%+10.8pp | 70.6%+18.8pp |
| Annual return | 13.15% | 28.81%-15.7pp | 69.97%-56.8pp | 31.21%-18.1pp |
| Employer contribution / active EE | $4,122 | $2,568+60.6% | $4,343-5.1% | $2,726+51.2% |
| Participant deferral / active EE | $9,861 | $4,897+101.4% | $6,033+63.5% | $4,648+112.2% |
| Admin fee / account holder | $276 | $340-18.7% | $12,689-97.8% | $430-35.8% |