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 5-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, LLC3+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $34,567 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,255 | $64,119-27.9% | $112,228-58.8% | $66,914-30.9% |
| Participation rate | 91.5% | 68.5%+23.1pp | 75.1%+16.5pp | 69.8%+21.7pp |
| Annual return | -16.57% | -13.81%-2.8pp | 27.45%-44.0pp | 1.58%-18.2pp |
| Employer contribution / active EE | $3,002 | $3,005-0.1% | $3,635-17.4% | $2,544+18.0% |
| Participant deferral / active EE | $8,090 | $3,693+119.1% | $4,728+71.1% | $4,237+90.9% |
| Admin fee / account holder | $206 | $625-67.0% | $6,410-96.8% | $593-65.2% |