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 | $67,086 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $7,543 |
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 | $33,023 | $100,227-67.1% | $169,993-80.6% | $74,419-55.6% |
| Participation rate | 90.9% | 87.3%+3.5pp | 87.0%+3.9pp | 70.7%+20.1pp |
| Annual return | 23.62% | 66.08%-42.5pp | 53.37%-29.8pp | 34.38%-10.8pp |
| Employer contribution / active EE | $0 | $4,263-100.0% | $6,785-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $11,339 | $7,143+58.7% | $10,408+8.9% | $4,528+150.4% |
| Admin fee / account holder | $134 | $234-42.7% | $12,815-99.0% | $348-61.4% |