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 | $431,457 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $232,822 |
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 | $59,489 | $110,282-46.1% | $102,438-41.9% | $199,768-70.2% |
| Participation rate | 93.9% | 86.3%+7.6pp | 76.5%+17.4pp | 72.0%+21.9pp |
| Annual return | 19.48% | 35.75%-16.3pp | 29.37%-9.9pp | 34.26%-14.8pp |
| Employer contribution / active EE | $1,913 | $3,603-46.9% | $3,024-36.7% | $3,037-37.0% |
| Participant deferral / active EE | $7,795 | $6,376+22.2% | $5,054+54.2% | $5,090+53.2% |
| Admin fee / account holder | $160 | $122+31.3% | $9,448-98.3% | $269-40.3% |