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 | $363,489 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 99 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Other Fees | $98,019 |
PBMARES, LLP1 year Filed as: PBMARES LLP Service code 10 701 TOWN CENTER DR STE 900 · NEWPORT NEWS, VA 23606 | Accounting | $85,353 |
LISKOW & LEWIS1 year Filed as: LISKOW & LEWIS, APLC Service code 29 701 POYDRAS ST STE 5000 · NEW ORLEANS, LA 70139 | Legal | $43,573 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $895 |
Annual investment return 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 | $144,554 | $112,623+28.4% | $106,213+36.1% | $199,593-27.6% |
| Participation rate | 87.2% | 86.2%+1.0pp | 75.3%+11.9pp | 72.0%+15.2pp |
| Annual return | 9.35% | 15.57%-6.2pp | 116.14%-106.8pp | 34.25%-24.9pp |
| Employer contribution / active EE | $4,796 | $4,575+4.8% | $3,171+51.2% | $3,034+58.1% |
| Participant deferral / active EE | $8,160 | $6,659+22.5% | $5,016+62.7% | $5,087+60.4% |
| Admin fee / account holder | $128 | $107+19.3% | $11,033-98.8% | $269-52.5% |