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 8-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 | $46,950 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $5,673 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,193 | $106,028-53.6% | $146,958-66.5% | $77,643-36.6% |
| Participation rate | 98.7% | 78.4%+20.4pp | 82.2%+16.6pp | 70.6%+28.2pp |
| Annual return | 35.90% | 56.73%-20.8pp | 418.34%-382.4pp | 31.24%+4.7pp |
| Employer contribution / active EE | $6,563 | $4,063+61.5% | $4,933+33.0% | $2,726+140.8% |
| Participant deferral / active EE | $8,171 | $7,990+2.3% | $8,070+1.3% | $4,647+75.8% |
| Admin fee / account holder | $110 | $337-67.4% | $12,998-99.2% | $430-74.5% |