Filed April 21, 2022
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $279,878 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $212,027 |
Filed as: CBIZ CPAS PC Service code 10 · EIN 43-1947695 | Accounting | $28,665 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,498 | $117,739-46.1% | $91,541-30.6% | $117,739-46.1% |
| Participation rate | 79.5% | 76.6%+2.9pp | 69.8%+9.7pp | 76.6%+2.9pp |
| Annual return | 13.67% | 17.29%-3.6pp | 20.50%-6.8pp | 17.29%-3.6pp |
| Employer contribution / active EE | $1,528 | $3,746-59.2% | $2,505-39.0% | $3,746-59.2% |
| Participant deferral / active EE | $4,494 | $6,128-26.7% | $4,008+12.1% | $6,128-26.7% |
| Admin fee / account holder | $86 | $112-22.8% | $6,956-98.8% | $112-22.8% |