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, LLC4+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $20,656 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,534 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,764 |
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 | $47,977 | $46,722+2.7% | $130,648-63.3% | $65,185-26.4% |
| Participation rate | 74.1% | 60.9%+13.2pp | 71.7%+2.4pp | 70.2%+3.9pp |
| Annual return | 21.03% | 24.17%-3.1pp | 1708.96%-1687.9pp | 29.38%-8.4pp |
| Employer contribution / active EE | $1,353 | $1,488-9.1% | $4,092-66.9% | $2,177-37.8% |
| Participant deferral / active EE | $2,137 | $2,545-16.0% | $3,603-40.7% | $3,514-39.2% |
| Admin fee / account holder | $174 | $453-61.5% | $5,464-96.8% | $847-79.4% |