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 O Service code 27 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $283,825 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP. LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $61,331 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 17 · EIN 82-3719843 | Pension Consulting | $17,754 |
Service code 10 · EIN 95-4345526 | Accounting | $8,778 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $925,018 | $50,982+1714.4% | $154,803+497.5% | $85,563+981.1% |
| Participation rate | 95.0% | 59.8%+35.2pp | 78.1%+16.9pp | 66.0%+29.0pp |
| Annual return | 15.62% | 30.35%-14.7pp | 58.88%-43.3pp | 31.51%-15.9pp |
| Employer contribution / active EE | $37,171 | $1,708+2075.9% | $4,305+763.4% | $2,654+1300.8% |
| Participant deferral / active EE | $18,286 | $2,474+639.1% | $5,540+230.0% | $4,375+317.9% |
| Admin fee / account holder | $868 | $846+2.7% | $14,329-93.9% | $834+4.1% |