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 6-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,610 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $7,953 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,611 | $89,282-61.2% | $94,646-63.4% | $74,419-53.5% |
| Participation rate | 91.4% | 82.4%+9.0pp | 80.8%+10.6pp | 70.7%+20.7pp |
| Annual return | 24.46% | 25.96%-1.5pp | 156.71%-132.2pp | 34.38%-9.9pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,672-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $14,641 | $8,425+73.8% | $7,418+97.4% | $4,528+223.3% |
| Admin fee / account holder | $162 | $219-25.8% | $7,231-97.8% | $348-53.3% |