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 |
|---|---|---|
SAGEPOINT FINANCIAL INC2+ years Service code 55 2800 N CENTRAL AVE #2100 · PHOENIX, AZ 85004 | Other Commissions | $47,998 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,225 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,306 |
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 | $67,275 | $63,905+5.3% | $74,183-9.3% | $57,658+16.7% |
| Participation rate | 95.3% | 79.8%+15.6pp | 76.6%+18.7pp | 70.2%+25.1pp |
| Annual return | 10.85% | 60.60%-49.8pp | 17.74%-6.9pp | 5.13%+5.7pp |
| Employer contribution / active EE | $2,385 | $1,840+29.6% | $2,370+0.6% | $1,974+20.9% |
| Participant deferral / active EE | $5,334 | $3,448+54.7% | $3,550+50.3% | $3,061+74.3% |
| Admin fee / account holder | $101 | $91+11.4% | $5,586-98.2% | $95+7.3% |