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, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1920 MAIN ST., STE. 800 · IRVINE, CA 92614 | Advisory (Plan) | $26,346 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,240 |
TRUOG-RYDING COMPANY, INC.5 years Filed as: TRUOG-RYDING COMPANY INC. Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,733 |
TRUOG-RYDING COMPANY, INC.5 years Service code 13 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $1,725 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,192 | $51,175+76.2% | $70,515+27.9% | $75,163+20.0% |
| Participation rate | 97.9% | 60.9%+36.9pp | 68.3%+29.5pp | 67.2%+30.7pp |
| Annual return | 14.89% | 30.02%-15.1pp | 32.77%-17.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $4,239 | $1,826+132.1% | $2,973+42.6% | $2,670+58.8% |
| Participant deferral / active EE | $5,803 | $2,849+103.7% | $4,567+27.1% | $4,125+40.7% |
| Admin fee / account holder | $356 | $4,091-91.3% | $6,412-94.4% | $5,651-93.7% |