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) | $28,175 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,944 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,637 |
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 | $72,984 | $53,053+37.6% | $126,539-42.3% | $74,304-1.8% |
| Participation rate | 82.8% | 48.0%+34.8pp | 69.8%+13.0pp | 60.3%+22.5pp |
| Annual return | 12.60% | 29.46%-16.9pp | 425.95%-413.3pp | 29.43%-16.8pp |
| Employer contribution / active EE | $1,899 | $1,168+62.6% | $3,674-48.3% | $2,241-15.3% |
| Participant deferral / active EE | $3,026 | $2,303+31.4% | $4,083-25.9% | $3,767-19.7% |
| Admin fee / account holder | $372 | $3,698-89.9% | $6,065-93.9% | $2,969-87.5% |