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 Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $36,000 |
PENSION PLAN SPECIALISTS, PC5 years Filed as: PENSION PLAN SPECIALISTS PC Service code 13 805 BROADWAY SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $25,291 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,903 | $50,815+228.5% | $155,509+7.3% | $77,643+115.0% |
| Participation rate | 74.7% | 63.1%+11.6pp | 78.2%-3.5pp | 70.6%+4.1pp |
| Annual return | 13.44% | 34.80%-21.4pp | 64.67%-51.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $3,438 | $1,993+72.5% | $4,672-26.4% | $2,726+26.1% |
| Participant deferral / active EE | $6,875 | $2,822+143.6% | $5,626+22.2% | $4,647+47.9% |
| Admin fee / account holder | $138 | $437-68.4% | $15,912-99.1% | $430-67.9% |