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, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $36,000 |
PENSION PLAN SPECIALISTS, PC4 years Filed as: PENSION PLAN SPECIALISTS PC Service code 13 805 BROADWAY SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $19,965 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,958 |
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 | $147,817 | $47,126+213.7% | $149,673-1.2% | $74,419+98.6% |
| Participation rate | 74.7% | 63.4%+11.3pp | 78.8%-4.1pp | 70.7%+4.0pp |
| Annual return | 15.96% | 22.75%-6.8pp | 134.42%-118.5pp | 34.38%-18.4pp |
| Employer contribution / active EE | $3,372 | $1,905+77.0% | $4,818-30.0% | $2,637+27.8% |
| Participant deferral / active EE | $6,717 | $2,728+146.2% | $5,680+18.3% | $4,528+48.3% |
| Admin fee / account holder | $113 | $343-67.1% | $13,210-99.1% | $348-67.6% |