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 1920 MAIN STREET STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $11,108 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA SERVICES INC. Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Contract Administrator | $7,960 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,187 | $48,335-56.2% | $121,098-82.5% | $71,457-70.3% |
| Participation rate | 58.0% | 54.3%+3.7pp | 69.5%-11.5pp | 67.9%-10.0pp |
| Annual return | 12.62% | 23.32%-10.7pp | 985.75%-973.1pp | 28.85%-16.2pp |
| Employer contribution / active EE | $274 | $1,489-81.6% | $4,164-93.4% | $2,588-89.4% |
| Participant deferral / active EE | $2,563 | $2,754-6.9% | $4,080-37.2% | $4,289-40.2% |
| Admin fee / account holder | $89 | $1,841-95.1% | $5,644-98.4% | $1,587-94.4% |