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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,989 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $24,800 |
Service code 10 1200 MARKET ST · CHATTANOOGA, TN 37402 | Accounting | $21,500 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,871 | $88,890-67.5% | $102,423-71.8% | $77,643-62.8% |
| Participation rate | 74.4% | 80.9%-6.5pp | 76.5%-2.1pp | 70.6%+3.8pp |
| Annual return | 10.53% | 24.98%-14.5pp | 29.32%-18.8pp | 31.24%-20.7pp |
| Employer contribution / active EE | $1,295 | $2,698-52.0% | $3,023-57.2% | $2,726-52.5% |
| Participant deferral / active EE | $3,866 | $5,145-24.9% | $5,053-23.5% | $4,647-16.8% |
| Admin fee / account holder | $219 | $235-6.8% | $9,451-97.7% | $430-49.0% |