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 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $215,241 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $82,578 |
LBMC, PC1 year Filed as: LBMC PC Service code 10 5250 VIRGINIA WAY · BRENTWOOD, TN 370241869 | Accounting | $18,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,438 | $48,669-33.4% | $93,654-65.4% | $199,768-83.8% |
| Participation rate | 97.4% | 63.7%+33.7pp | 68.7%+28.7pp | 72.0%+25.4pp |
| Annual return | 16.01% | 15.38%+0.6pp | 133.34%-117.3pp | 34.26%-18.2pp |
| Employer contribution / active EE | $741 | $1,137-34.8% | $2,421-69.4% | $3,037-75.6% |
| Participant deferral / active EE | $4,012 | $2,823+42.2% | $4,413-9.1% | $5,090-21.2% |
| Admin fee / account holder | $117 | $195-39.9% | $8,282-98.6% | $269-56.5% |