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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,543 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $26,951 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW RETIREMENT PLAN CONSULTANT Service code 13 1111 N. NORTHSHORE DR STE N325 · KNOXVILLE, TN 37919 | Contract Administrator | $4,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,870 | $80,753-34.5% | $136,294-61.2% | $62,292-15.1% |
| Participation rate | 53.4% | 73.5%-20.1pp | 81.9%-28.5pp | 69.5%-16.1pp |
| Annual return | 13.77% | 35.83%-22.1pp | 5155.94%-5142.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,945 | $2,884-32.5% | $4,695-58.6% | $2,042-4.8% |
| Participant deferral / active EE | $2,981 | $5,164-42.3% | $6,247-52.3% | $3,169-5.9% |
| Admin fee / account holder | $311 | $525-40.7% | $9,243-96.6% | $479-35.0% |