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 | $332,101 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $91,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,634 | $67,679-75.4% | $155,509-89.3% | $99,062-83.2% |
| Participation rate | 66.0% | 67.2%-1.2pp | 78.2%-12.2pp | 71.6%-5.6pp |
| Annual return | 13.51% | 16.16%-2.7pp | 64.67%-51.2pp | 17.66%-4.2pp |
| Employer contribution / active EE | $394 | $2,268-82.6% | $4,672-91.6% | $3,262-87.9% |
| Participant deferral / active EE | $1,510 | $3,828-60.6% | $5,626-73.2% | $5,331-71.7% |
| Admin fee / account holder | $74 | $94-20.8% | $15,912-99.5% | $109-32.0% |