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 Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $45,000 |
PENSION ASSURANCE LLP5 years Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $12,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,684 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,213 | $55,416+221.6% | $75,972+134.6% | $77,643+129.5% |
| Participation rate | 77.0% | 63.6%+13.4pp | 69.1%+8.0pp | 70.6%+6.4pp |
| Annual return | 13.80% | 17.07%-3.3pp | 359.55%-345.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,401 | $1,788-21.6% | $2,685-47.8% | $2,726-48.6% |
| Participant deferral / active EE | $6,766 | $3,447+96.3% | $4,255+59.0% | $4,647+45.6% |
| Admin fee / account holder | $150 | $414-63.8% | $6,467-97.7% | $430-65.2% |