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, LLC7+ years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $60,127 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,938 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,767 |
PENSION ASSURANCE LLP2 years Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,501 | $104,317+39.5% | $159,436-8.7% | $86,799+67.6% |
| Participation rate | 82.2% | 77.7%+4.5pp | 82.8%-0.6pp | 72.3%+10.0pp |
| Annual return | 15.56% | 26.32%-10.8pp | 263.57%-248.0pp | 97.91%-82.3pp |
| Employer contribution / active EE | $1,076 | $3,451-68.8% | $4,829-77.7% | $2,405-55.3% |
| Participant deferral / active EE | $9,290 | $6,837+35.9% | $7,352+26.4% | $4,131+124.9% |
| Admin fee / account holder | $315 | $172+82.7% | $10,799-97.1% | $170+85.6% |