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, LLC5+ years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $22,078 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,908 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,617 |
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 | $51,139 | $53,901-5.1% | $134,143-61.9% | $73,488-30.4% |
| Participation rate | 84.9% | 62.8%+22.1pp | 72.2%+12.7pp | 70.7%+14.2pp |
| Annual return | 13.23% | 15.82%-2.6pp | 36.33%-23.1pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,841 | $1,458+26.2% | $3,704-50.3% | $2,270-18.9% |
| Participant deferral / active EE | $3,043 | $2,739+11.1% | $3,499-13.0% | $3,740-18.6% |
| Admin fee / account holder | $231 | $581-60.3% | $6,684-96.5% | $513-55.0% |