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, LLC6+ years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $24,945 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,959 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,449 |
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 | $49,152 | $61,052-19.5% | $142,863-65.6% | $79,386-38.1% |
| Participation rate | 87.7% | 60.1%+27.6pp | 71.9%+15.8pp | 70.7%+17.0pp |
| Annual return | 10.47% | 16.02%-5.5pp | 5637.54%-5627.1pp | 116.85%-106.4pp |
| Employer contribution / active EE | $1,726 | $1,481+16.6% | $4,144-58.3% | $2,427-28.9% |
| Participant deferral / active EE | $2,942 | $2,879+2.2% | $3,837-23.3% | $4,046-27.3% |
| Admin fee / account holder | $253 | $659-61.7% | $6,560-96.1% | $626-59.6% |