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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $198,824 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $95,961 |
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 | $96,372 | $56,467+70.7% | $95,585+0.8% | $102,872-6.3% |
| Participation rate | 98.8% | 62.1%+36.7pp | 72.1%+26.7pp | 73.0%+25.8pp |
| Annual return | 16.63% | 17.94%-1.3pp | 38.56%-21.9pp | 19.06%-2.4pp |
| Employer contribution / active EE | $2,886 | $1,216+137.3% | $2,527+14.2% | $3,526-18.2% |
| Participant deferral / active EE | $7,299 | $3,007+142.8% | $4,023+81.4% | $5,535+31.9% |
| Admin fee / account holder | $98 | $112-12.5% | $6,127-98.4% | $292-66.4% |