Filed March 29, 2022
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 STREET · IRVINE, CA 92614 | Advisory (Plan) | $110,056 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,921 |
Filed as: CBIZ CPAS PC Service code 10 25793 NETWORK PLACE · CHICAGO, IL 60673 | Accounting | $20,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,151 | $110,299-1.9% | $102,423+5.6% | $199,593-45.8% |
| Participation rate | 97.0% | 86.3%+10.7pp | 76.5%+20.5pp | 72.0%+25.0pp |
| Annual return | 15.80% | 35.73%-19.9pp | 29.32%-13.5pp | 34.25%-18.5pp |
| Employer contribution / active EE | $6,331 | $3,603+75.7% | $3,023+109.4% | $3,034+108.7% |
| Participant deferral / active EE | $12,865 | $6,376+101.8% | $5,053+154.6% | $5,087+152.9% |
| Admin fee / account holder | $93 | $122-24.3% | $9,451-99.0% | $269-65.6% |