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, LLC2 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $30,608 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $15,946 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,950 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET STE. 200 · SANTA BARBARA, CA 93101 | Investment Management | $7,124 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,205 | $88,083-23.7% | $164,813-59.2% | $74,495-9.8% |
| Participation rate | 79.5% | 73.0%+6.4pp | 78.6%+0.9pp | 67.2%+12.3pp |
| Annual return | 11.99% | 17.26%-5.3pp | 69.93%-57.9pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,490 | $2,593-42.5% | $4,341-65.7% | $2,623-43.2% |
| Participant deferral / active EE | $5,950 | $4,498+32.3% | $6,031-1.4% | $4,346+36.9% |
| Admin fee / account holder | $678 | $2,234-69.7% | $12,690-94.7% | $1,942-65.1% |