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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,340 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $42,189 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,491 | $80,211-63.2% | $74,183-60.2% | $63,975-53.9% |
| Participation rate | 58.0% | 84.2%-26.2pp | 76.6%-18.6pp | 71.1%-13.1pp |
| Annual return | 23.42% | 14.13%+9.3pp | 17.74%+5.7pp | 48.65%-25.2pp |
| Employer contribution / active EE | $655 | $2,553-74.4% | $2,370-72.4% | $2,182-70.0% |
| Participant deferral / active EE | $4,008 | $4,370-8.3% | $3,550+12.9% | $3,356+19.4% |
| Admin fee / account holder | $138 | $67+104.8% | $5,586-97.5% | $70+95.4% |