See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 1920 MAIN ST, STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $68,778 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,986 |
ACTUARIAL BENEFITS CORP7 years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 2790 SKYPARK DR, STE. 300 · TORRANCE, CA 90505 | Contract Administrator | $29,692 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN WEALTH ADV LLC Service code 10 1301 W 22ND STREET, SUITE 1100 · OAK BROOK, IL 60523 | Accounting | $19,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,721 | $62,624+54.4% | $177,989-45.7% | $77,643+24.6% |
| Participation rate | 52.7% | 66.8%-14.1pp | 77.1%-24.3pp | 70.6%-17.8pp |
| Annual return | 12.85% | 16.16%-3.3pp | 294.48%-281.6pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,229 | $1,909+16.8% | $3,949-43.6% | $2,726-18.2% |
| Participant deferral / active EE | $4,658 | $4,219+10.4% | $6,276-25.8% | $4,647+0.2% |
| Admin fee / account holder | $380 | $386-1.6% | $10,363-96.3% | $430-11.8% |