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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,229 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $8,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,975 | $81,908-67.1% | $90,749-70.3% | $64,808-58.4% |
| Participation rate | 99.2% | 80.5%+18.7pp | 75.7%+23.5pp | 71.5%+27.7pp |
| Annual return | -17.10% | -12.53%-4.6pp | -12.16%-4.9pp | 32.82%-49.9pp |
| Employer contribution / active EE | $1,451 | $3,065-52.7% | $2,921-50.3% | $2,506-42.1% |
| Participant deferral / active EE | $1,557 | $4,840-67.8% | $4,564-65.9% | $4,310-63.9% |
| Admin fee / account holder | $123 | $157-21.4% | $8,445-98.5% | $188-34.2% |