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 | $58,088 |
SAGEVIEW ADVISORY GROUP, LLC11+ years Service code 99 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Other Fees | $2,500 |
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 | $86,090 | $87,870-2.0% | $113,168-23.9% | $74,304+15.9% |
| Participation rate | 93.8% | 70.7%+23.0pp | 76.6%+17.2pp | 60.3%+33.4pp |
| Annual return | 15.60% | 26.44%-10.8pp | 24.27%-8.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,994 | $2,277-12.4% | $2,975-33.0% | $2,241-11.0% |
| Participant deferral / active EE | $6,217 | $4,241+46.6% | $5,107+21.7% | $3,767+65.0% |
| Admin fee / account holder | $248 | $3,368-92.6% | $12,068-97.9% | $2,969-91.6% |