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 | $74,186 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $9,841 |
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 | $44,371 | $129,021-65.6% | $184,203-75.9% | $77,643-42.9% |
| Participation rate | 90.1% | 87.3%+2.7pp | 86.8%+3.2pp | 70.6%+19.5pp |
| Annual return | 22.40% | 33.27%-10.9pp | 28.81%-6.4pp | 31.24%-8.8pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $11,635 | $7,297+59.4% | $9,131+27.4% | $4,647+150.4% |
| Admin fee / account holder | $157 | $254-38.1% | $13,901-98.9% | $430-63.5% |