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, LLC6 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $96,164 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,364 | $107,741-17.1% | $96,576-7.5% | $79,634+12.2% |
| Participation rate | 90.3% | 79.1%+11.2pp | 81.4%+8.9pp | 62.5%+27.8pp |
| Annual return | 18.81% | 19.24%-0.4pp | 38.47%-19.7pp | 36.46%-17.6pp |
| Employer contribution / active EE | $3,144 | $2,991+5.1% | $3,553-11.5% | $2,529+24.3% |
| Participant deferral / active EE | $6,541 | $7,899-17.2% | $7,956-17.8% | $3,835+70.6% |
| Admin fee / account holder | $291 | $1,150-74.7% | $11,381-97.4% | $1,002-71.0% |