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 Service code 27 1920 MAIN ST · IRVINE, CA 92614 | Advisory (Plan) | $34,272 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,797 |
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 | $70,379 | $66,310+6.1% | $93,606-24.8% | $65,185+8.0% |
| Participation rate | 92.1% | 74.0%+18.1pp | 75.8%+16.3pp | 70.2%+21.9pp |
| Annual return | 22.98% | 42.58%-19.6pp | 32.76%-9.8pp | 29.38%-6.4pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,612 | $3,342+38.0% | $4,069+13.4% | $3,514+31.3% |
| Admin fee / account holder | $266 | $6,897-96.1% | $7,888-96.6% | $847-68.6% |