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 Service code 13 · EIN 06-1050034 | Contract Administrator | $383,087 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 16 · EIN 33-0818667 | Consulting | $101,340 |
LISKOW & LEWIS3 years Service code 16 · EIN 72-1134245 | Consulting | $36,239 |
PB MARES1 year Filed as: PB MARES, LLP Service code 10 · EIN 54-0737372 | Accounting | $33,000 |
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 | $123,102 | $104,631+17.7% | $98,439+25.1% | $80,160+53.6% |
| Participation rate | 71.1% | 87.5%-16.5pp | 75.2%-4.1pp | 72.9%-1.9pp |
| Annual return | 15.00% | 34.72%-19.7pp | 21.16%-6.2pp | 40.38%-25.4pp |
| Employer contribution / active EE | $5,031 | $4,517+11.4% | $3,048+65.0% | $2,978+68.9% |
| Participant deferral / active EE | $6,681 | $6,545+2.1% | $4,738+41.0% | $5,017+33.2% |
| Admin fee / account holder | $110 | $105+4.6% | $8,948-98.8% | $145-24.3% |