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.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $110,254 |
CARLSON QUINN5 years Service code 13 2000 POWELL STREET · EMERYVILLE, CA 94608 | Contract Administrator | $99,246 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,283 | $50,815+288.2% | $155,509+26.9% | $77,643+154.1% |
| Participation rate | 99.8% | 63.1%+36.7pp | 78.2%+21.6pp | 70.6%+29.3pp |
| Annual return | 11.90% | 34.80%-22.9pp | 64.67%-52.8pp | 31.24%-19.3pp |
| Employer contribution / active EE | $15,375 | $1,993+671.6% | $4,672+229.1% | $2,726+464.1% |
| Participant deferral / active EE | $11,284 | $2,822+299.8% | $5,626+100.6% | $4,647+142.8% |
| Admin fee / account holder | $377 | $437-13.7% | $15,912-97.6% | $430-12.5% |