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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,956 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $27,218 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC Service code 13 535 KEISLER DRIVE · CARY, NC 27518 | Contract Administrator | $19,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,295 | $52,208-63.0% | $86,612-77.7% | $74,419-74.1% |
| Participation rate | 55.0% | 66.3%-11.4pp | 71.7%-16.7pp | 70.7%-15.8pp |
| Annual return | 14.46% | 44.46%-30.0pp | 591.07%-576.6pp | 34.38%-19.9pp |
| Employer contribution / active EE | $312 | $2,282-86.3% | $3,022-89.7% | $2,637-88.2% |
| Participant deferral / active EE | $1,048 | $3,383-69.0% | $4,438-76.4% | $4,528-76.9% |
| Admin fee / account holder | $117 | $319-63.2% | $5,614-97.9% | $348-66.3% |