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, LLC5+ years Service code 27 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $51,462 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $16,410 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,851 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,127 |
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 | $112,933 | $88,122+28.2% | $141,162-20.0% | $67,579+67.1% |
| Participation rate | 79.1% | 76.5%+2.7pp | 82.5%-3.3pp | 71.3%+7.8pp |
| Annual return | 22.65% | 75.40%-52.8pp | 71.39%-48.7pp | 378.56%-355.9pp |
| Employer contribution / active EE | $952 | $3,224-70.5% | $4,735-79.9% | $2,148-55.7% |
| Participant deferral / active EE | $8,659 | $5,958+45.3% | $6,709+29.1% | $3,539+144.7% |
| Admin fee / account holder | $190 | $131+44.8% | $10,261-98.2% | $142+33.2% |