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 8-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 15 · EIN 84-0467907 | Recordkeeping | $2,227,370 |
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $155,479 |
WITHUMSMITH+BROWN, PC1 year Service code 99 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Other Fees | $13,520 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ & COMPANY PC Service code 99 13616 CALIFORNIA ST STE 300 · OMAHA, NE 68154 | Other Fees | $11,000 |
Service code 16 · EIN 34-1820650 | Consulting | $3,500 |
Filed as: ROMEO WIGGINS & COMPANY LLP Service code 99 110 IOWA LANE STE 101 · CARY, NC 27511 | Other Fees | $1,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,000 | $35,293-46.2% | $77,024-75.3% | $89,394-78.7% |
| Participation rate | 9.2% | 31.3%-22.1pp | 67.9%-58.7pp | 71.3%-62.1pp |
| Annual return | 45.23% | -5.92%+51.1pp | 42.32%+2.9pp | -11.89%+57.1pp |
| Employer contribution / active EE | $38 | $695-94.5% | $2,812-98.6% | $3,022-98.7% |
| Participant deferral / active EE | $243 | $1,764-86.2% | $4,426-94.5% | $5,123-95.3% |
| Admin fee / account holder | $92 | $105-12.5% | $5,425-98.3% | $79+15.7% |