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 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $43,346 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 2790 SKYPARK DR, STE. 300 · TORRANCE, CA 90505 | Contract Administrator | $21,672 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,219 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADV LLP Service code 10 3077 W JEFFERSON ST, STE 105 · JOLIET, IL 60435 | Accounting | $14,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,907 | $48,471+56.6% | $182,532-58.4% | $67,579+12.3% |
| Participation rate | 37.2% | 67.2%-30.0pp | 78.0%-40.8pp | 71.3%-34.1pp |
| Annual return | 23.36% | 31.08%-7.7pp | 148.54%-125.2pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,017 | $1,461-30.4% | $4,076-75.0% | $2,148-52.6% |
| Participant deferral / active EE | $2,241 | $3,324-32.6% | $5,524-59.4% | $3,539-36.7% |
| Admin fee / account holder | $253 | $151+67.2% | $8,592-97.1% | $142+77.7% |