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, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1920 MAIN ST., SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $30,000 |
PENSION PLAN SPECIALISTS, PC4+ years Filed as: PENSION PLAN SPECIALISTS Service code 13 · EIN 26-1570786 | Contract Administrator | $10,436 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $3,616 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $115,383 | $37,196+210.2% | $154,107-25.1% | $55,725+107.1% |
| Participation rate | 69.6% | 64.1%+5.5pp | 83.0%-13.4pp | 70.9%-1.2pp |
| Annual return | -6.05% | 1319.68%-1325.7pp | 735.12%-741.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $2,606 | $1,614+61.4% | $5,298-50.8% | $2,078+25.4% |
| Participant deferral / active EE | $5,212 | $2,068+152.0% | $5,081+2.6% | $3,356+55.3% |
| Admin fee / account holder | $9 | $102-91.4% | $13,411-99.9% | $115-92.4% |