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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92314 | Advisory (Plan) | $18,440 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,518 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $312 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,571 | $63,924-22.5% | $108,579-54.3% | $55,167-10.1% |
| Participation rate | 98.4% | 74.3%+24.0pp | 79.6%+18.8pp | 69.0%+29.4pp |
| Annual return | 2.43% | 15.31%-12.9pp | -51.70%+54.1pp | 169.23%-166.8pp |
| Employer contribution / active EE | $538 | $1,879-71.4% | $3,758-85.7% | $1,963-72.6% |
| Participant deferral / active EE | $3,410 | $3,067+11.2% | $4,311-20.9% | $3,054+11.7% |
| Admin fee / account holder | $164 | $618-73.5% | $7,645-97.9% | $504-67.5% |