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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $177,262 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $74,602 |
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 | $75,166 | $44,897+67.4% | $84,966-11.5% | $199,593-62.3% |
| Participation rate | 87.0% | 45.7%+41.3pp | 67.5%+19.5pp | 72.0%+15.0pp |
| Annual return | 17.09% | 20.96%-3.9pp | 66.38%-49.3pp | 34.25%-17.2pp |
| Employer contribution / active EE | $5,011 | $1,365+267.0% | $2,727+83.8% | $3,034+65.2% |
| Participant deferral / active EE | $5,647 | $2,668+111.7% | $4,519+25.0% | $5,087+11.0% |
| Admin fee / account holder | $130 | $584-77.7% | $6,149-97.9% | $269-51.5% |