See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $44,744 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,306 |
EIDE BAILLY LLP2+ years Service code 10 PO BOX 88678 · MILWAUKEE, WI 53288 | Accounting | $11,151 |
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 | $41,938 | $88,890-52.8% | $102,423-59.1% | $77,643-46.0% |
| Participation rate | 96.3% | 80.9%+15.3pp | 76.5%+19.8pp | 70.6%+25.7pp |
| Annual return | 12.81% | 24.98%-12.2pp | 29.32%-16.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,299 | $2,698-51.8% | $3,023-57.0% | $2,726-52.3% |
| Participant deferral / active EE | $3,418 | $5,145-33.6% | $5,053-32.3% | $4,647-26.4% |
| Admin fee / account holder | $189 | $235-19.7% | $9,451-98.0% | $430-56.1% |