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 6-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, LLC6+ years Service code 27 1920 MAIN STREET STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $197,932 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $186,994 |
RSM US LLP6+ years Service code 10 1 S. WACKER DRIVE · CHICAGO, IL 60674 | Accounting | $31,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,427 | $130,267+36.2% | $145,661+21.8% | $102,872+72.5% |
| Participation rate | 81.2% | 83.3%-2.2pp | 77.2%+4.0pp | 73.0%+8.1pp |
| Annual return | 14.12% | 17.79%-3.7pp | 101.46%-87.3pp | 19.06%-4.9pp |
| Employer contribution / active EE | $4,299 | $4,061+5.9% | $4,238+1.5% | $3,526+21.9% |
| Participant deferral / active EE | $15,512 | $6,550+136.8% | $7,198+115.5% | $5,535+180.3% |
| Admin fee / account holder | $222 | $396-43.9% | $12,466-98.2% | $292-24.0% |