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, LLC3 years Filed as: SAGEVIEW Service code 27 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $37,781 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP Service code 15 · EIN 95-4652674 35 IRON POINT CIRCLE, SUITE 300 · FOLSOM, CA 95630 | Recordkeeping | $15,202 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 418 8TH AVENUE NE · BRAINERD, MN 56401 | Other Services | $2,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,812 | $69,477-3.8% | $94,646-29.4% | $71,457-6.5% |
| Participation rate | 48.2% | 78.4%-30.3pp | 80.8%-32.7pp | 67.9%-19.8pp |
| Annual return | 16.60% | 29.66%-13.1pp | 156.71%-140.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $561 | $2,853-80.3% | $3,672-84.7% | $2,588-78.3% |
| Participant deferral / active EE | $2,223 | $7,345-69.7% | $7,418-70.0% | $4,289-48.2% |
| Admin fee / account holder | $429 | $1,210-64.5% | $7,231-94.1% | $1,587-73.0% |