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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,119 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $2,163 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,311 | $79,013-41.4% | $100,391-53.9% | $74,495-37.8% |
| Participation rate | 92.2% | 79.5%+12.7pp | 81.5%+10.7pp | 67.2%+25.0pp |
| Annual return | 19.08% | 20.41%-1.3pp | 49.20%-30.1pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $5 | $3,021-99.8% | $3,942-99.9% | $2,623-99.8% |
| Participant deferral / active EE | $15,162 | $7,760+95.4% | $8,082+87.6% | $4,346+248.9% |
| Admin fee / account holder | $152 | $1,320-88.5% | $7,899-98.1% | $1,942-92.2% |