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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $483,421 |
SAGEVIEW ADVISORY GROUP, LLC11+ years Service code 26 · EIN 84-1532243 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Participants) | $276,707 |
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 | $72,344 | $128,899-43.9% | $113,168-36.1% | $102,872-29.7% |
| Participation rate | 92.1% | 87.0%+5.1pp | 76.6%+15.5pp | 73.0%+19.1pp |
| Annual return | 21.85% | 15.88%+6.0pp | 24.27%-2.4pp | 19.06%+2.8pp |
| Employer contribution / active EE | $1,903 | $3,713-48.7% | $2,975-36.0% | $3,526-46.0% |
| Participant deferral / active EE | $7,851 | $6,787+15.7% | $5,107+53.7% | $5,535+41.9% |
| Admin fee / account holder | $170 | $129+31.6% | $12,068-98.6% | $292-41.7% |