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, LLC4 years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $36,690 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,277 | $70,908+10.4% | $98,907-20.9% | $73,488+6.5% |
| Participation rate | 89.2% | 73.8%+15.5pp | 76.0%+13.2pp | 70.7%+18.6pp |
| Annual return | 18.01% | 34.17%-16.2pp | 196.43%-178.4pp | 28.51%-10.5pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,288 | $3,500+22.5% | $4,244+1.0% | $3,740+14.7% |
| Admin fee / account holder | $203 | $535-62.0% | $6,642-96.9% | $513-60.4% |