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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.
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC11+ years Service code 27 1920 MAIN ST, STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $78,390 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,216 |
ACTUARIAL BENEFITS CORP8 years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 2790 SKYPARK DR, STE. 300 · TORRANCE, CA 90505 | Contract Administrator | $31,444 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN WEALTH ADV LLC Service code 10 P.O. BOX 829709 · PHILADELPHIA PA, PA 19182 | Accounting | $20,318 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,831 | $83,902+50.0% | $167,512-24.9% | $84,808+48.4% |
| Participation rate | 79.8% | 66.5%+13.3pp | 77.1%+2.7pp | 68.3%+11.5pp |
| Annual return | 13.16% | 91.55%-78.4pp | 1615.79%-1602.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $8,272 | $2,264+265.4% | $3,882+113.1% | $2,631+214.4% |
| Participant deferral / active EE | $17,806 | $4,442+300.8% | $6,405+178.0% | $4,212+322.8% |
| Admin fee / account holder | $613 | $7,915-92.2% | $9,769-93.7% | $7,344-91.6% |