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 | $136,633 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $54,283 |
TD AMERITRADE, INC.7 years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $13,002 | $52,346-75.2% | $143,757-91.0% | $78,044-83.3% |
| Participation rate | 67.4% | 72.7%-5.3pp | 80.3%-12.9pp | 74.4%-7.0pp |
| Annual return | -13.76% | -14.19%+0.4pp | -0.04%-13.7pp | 10.87%-24.6pp |
| Employer contribution / active EE | $378 | $2,131-82.2% | $4,951-92.4% | $3,125-87.9% |
| Participant deferral / active EE | $1,416 | $3,800-62.7% | $5,637-74.9% | $5,084-72.1% |
| Admin fee / account holder | $55 | $63-13.2% | $14,673-99.6% | $79-30.3% |