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 10-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 15 · EIN 84-0467907 | Recordkeeping | $303,064 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Investment Management | $24,964 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,200 |
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 | $73,833 | $55,331+33.4% | $81,812-9.8% | $199,593-63.0% |
| Participation rate | 98.0% | 62.5%+35.5pp | 72.3%+25.6pp | 72.0%+26.0pp |
| Annual return | 17.12% | 19.59%-2.5pp | 773.79%-756.7pp | 34.25%-17.1pp |
| Employer contribution / active EE | $2,762 | $2,101+31.5% | $2,912-5.2% | $3,034-9.0% |
| Participant deferral / active EE | $7,238 | $3,283+120.5% | $4,319+67.6% | $5,087+42.3% |
| Admin fee / account holder | $82 | $346-76.3% | $7,386-98.9% | $269-69.6% |