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, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1920 MAIN ST., STE. 800 · IRVINE, CA 92614 | Advisory (Plan) | $30,237 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,242 |
TRUOG-RYDING COMPANY, INC.6 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 | $4,286 |
TRUOG-RYDING COMPANY, INC.6 years Service code 13 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $1,225 |
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 | $97,034 | $56,053+73.1% | $75,972+27.7% | $80,856+20.0% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 10.75% | 20.53%-9.8pp | 359.55%-348.8pp | 35.59%-24.8pp |
| Employer contribution / active EE | $5,199 | $1,874+177.4% | $2,685+93.7% | $2,755+88.7% |
| Participant deferral / active EE | $6,830 | $3,052+123.8% | $4,255+60.5% | $4,296+59.0% |
| Admin fee / account holder | $420 | $5,234-92.0% | $6,467-93.5% | $6,918-93.9% |