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, LLC9+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $74,599 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,844 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,259 |
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 | $125,646 | $95,274+31.9% | $135,903-7.5% | $74,419+68.8% |
| Participation rate | 92.3% | 78.2%+14.1pp | 81.9%+10.3pp | 70.7%+21.5pp |
| Annual return | 17.32% | 32.77%-15.5pp | 68.23%-50.9pp | 34.38%-17.1pp |
| Employer contribution / active EE | $2,240 | $3,874-42.2% | $4,856-53.9% | $2,637-15.1% |
| Participant deferral / active EE | $9,656 | $7,782+24.1% | $7,758+24.5% | $4,528+113.2% |
| Admin fee / account holder | $296 | $266+11.1% | $10,762-97.3% | $348-15.0% |