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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,819 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4600 COX ROAD · GLEN ALLEN, VA 23060 | Advisory (Plan) | $5,122 |
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 | $57,502 | $76,050-24.4% | $96,544-40.4% | $71,457-19.5% |
| Participation rate | 95.8% | 74.4%+21.4pp | 76.0%+19.9pp | 67.9%+27.9pp |
| Annual return | 17.06% | 22.81%-5.7pp | 25.84%-8.8pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,803 | $2,244-19.7% | $2,965-39.2% | $2,588-30.3% |
| Participant deferral / active EE | $5,846 | $4,215+38.7% | $4,851+20.5% | $4,289+36.3% |
| Admin fee / account holder | $246 | $2,707-90.9% | $8,252-97.0% | $1,587-84.5% |