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 STREET STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $10,661 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC. Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Contract Administrator | $6,982 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,098 | $45,602-58.1% | $117,472-83.7% | $66,914-71.5% |
| Participation rate | 58.0% | 57.6%+0.3pp | 70.6%-12.6pp | 69.8%-11.8pp |
| Annual return | -13.94% | -16.74%+2.8pp | 29.74%-43.7pp | 1.58%-15.5pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,384 | $2,845-16.2% | $4,070-41.4% | $4,237-43.7% |
| Admin fee / account holder | $80 | $661-87.9% | $5,645-98.6% | $593-86.5% |