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 INS CO OF AMERICA Service code 64 8515 EAST ORDCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,160 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $5,754 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,051 | $86,897-78.1% | $151,611-87.4% | $64,808-70.6% |
| Participation rate | 88.2% | 87.3%+0.9pp | 87.5%+0.7pp | 71.5%+16.7pp |
| Annual return | 0.80% | -3.57%+4.4pp | 3.33%-2.5pp | 32.82%-32.0pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,166-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $8,974 | $6,690+34.1% | $8,363+7.3% | $4,310+108.2% |
| Admin fee / account holder | $80 | $153-47.5% | $11,616-99.3% | $188-57.3% |