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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,547 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $8,691 |
Filed as: BLUE & CO LLC Service code 10 12800 N MERIDIAN ST STE 400 · CARMEL, IN 46032 | Accounting | $6,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $315 |
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 | $30,070 | $84,784-64.5% | $98,439-69.5% | $74,419-59.6% |
| Participation rate | 88.9% | 81.5%+7.4pp | 75.2%+13.8pp | 70.7%+18.2pp |
| Annual return | 17.29% | 20.59%-3.3pp | 21.16%-3.9pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,394 | $3,364-58.6% | $3,048-54.3% | $2,637-47.1% |
| Participant deferral / active EE | $1,448 | $5,218-72.2% | $4,738-69.4% | $4,528-68.0% |
| Admin fee / account holder | $111 | $204-45.5% | $8,948-98.8% | $348-68.0% |