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, LLC6+ years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $53,637 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,515 |
PENSION ASSURANCE LLP1 year Service code 10 5530 CORBIN AVE STE 260 · TARZANA, CA 91356 | Accounting | $12,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,683 |
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 | $133,566 | $100,801+32.5% | $149,696-10.8% | $73,409+81.9% |
| Participation rate | 82.3% | 77.7%+4.6pp | 82.5%-0.2pp | 72.2%+10.1pp |
| Annual return | 16.48% | 265.34%-248.9pp | 276.60%-260.1pp | 59.29%-42.8pp |
| Employer contribution / active EE | $1,104 | $3,312-66.7% | $4,644-76.2% | $2,234-50.6% |
| Participant deferral / active EE | $8,995 | $6,404+40.5% | $6,842+31.5% | $3,805+136.4% |
| Admin fee / account holder | $266 | $181+47.3% | $9,309-97.1% | $158+68.7% |