See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $100,529 |
CROWE LLP3+ years Service code 10 320 E JEFFERSON BLVD · SOUTH BEND, IN 46601 | Accounting | $29,843 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $25,000 |
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 | $149,018 | $122,693+21.5% | $184,203-19.1% | $199,593-25.3% |
| Participation rate | 99.5% | 86.8%+12.7pp | 86.8%+12.7pp | 72.0%+27.5pp |
| Annual return | 20.27% | 143.91%-123.6pp | 28.81%-8.5pp | 34.25%-14.0pp |
| Employer contribution / active EE | $10,448 | $4,584+127.9% | $6,427+62.6% | $3,034+244.3% |
| Participant deferral / active EE | $14,858 | $7,990+86.0% | $9,131+62.7% | $5,087+192.1% |
| Admin fee / account holder | $92 | $121-23.3% | $13,901-99.3% | $269-65.6% |