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, LLC8+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $20,965 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,255 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,718 |
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 | $57,473 | $48,335+18.9% | $121,098-52.5% | $71,457-19.6% |
| Participation rate | 87.2% | 54.3%+33.0pp | 69.5%+17.7pp | 67.9%+19.3pp |
| Annual return | 14.54% | 23.32%-8.8pp | 985.75%-971.2pp | 28.85%-14.3pp |
| Employer contribution / active EE | $1,961 | $1,489+31.7% | $4,164-52.9% | $2,588-24.2% |
| Participant deferral / active EE | $3,129 | $2,754+13.6% | $4,080-23.3% | $4,289-27.0% |
| Admin fee / account holder | $311 | $1,841-83.1% | $5,644-94.5% | $1,587-80.4% |