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 Service code 27 1920 MAIN ST · IRVINE, CA 92614 | Advisory (Plan) | $32,301 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $14,405 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,413 | $58,083-14.9% | $80,019-38.2% | $56,287-12.2% |
| Participation rate | 91.8% | 73.6%+18.2pp | 75.8%+16.0pp | 69.9%+21.9pp |
| Annual return | -4.29% | 34.61%-38.9pp | 11.22%-15.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,709 | $3,135+50.2% | $3,686+27.8% | $3,350+40.6% |
| Admin fee / account holder | $220 | $623-64.6% | $6,521-96.6% | $521-57.7% |