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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $118,368 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $114,128 |
COHNREZNICK LLP1 year Service code 49 ONE BOSTON PL · BOSTON, MA 02108 | Other Services | $26,250 |
OGLETREE DEAKINS1 year Filed as: OGLETREE, DEAKINS, NASH, SMOAK & ST Service code 29 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $4,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,005 | $112,623-37.8% | $106,213-34.1% | $199,593-64.9% |
| Participation rate | 97.6% | 86.2%+11.3pp | 75.3%+22.3pp | 72.0%+25.6pp |
| Annual return | 13.79% | 15.57%-1.8pp | 116.14%-102.4pp | 34.25%-20.5pp |
| Employer contribution / active EE | $4,210 | $4,575-8.0% | $3,171+32.8% | $3,034+38.8% |
| Participant deferral / active EE | $5,680 | $6,659-14.7% | $5,016+13.2% | $5,087+11.7% |
| Admin fee / account holder | $147 | $107+37.7% | $11,033-98.7% | $269-45.2% |