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 | $48,698-33.4% | $93,606-65.3% | $199,593-83.7% |
| Participation rate | 97.4% | 63.5%+33.9pp | 68.7%+28.7pp | 72.0%+25.4pp |
| Annual return | 16.01% | 15.34%+0.7pp | 133.20%-117.2pp | 34.25%-18.2pp |
| Employer contribution / active EE | $741 | $1,135-34.7% | $2,420-69.4% | $3,034-75.6% |
| Participant deferral / active EE | $4,012 | $2,817+42.4% | $4,411-9.0% | $5,087-21.1% |
| Admin fee / account holder | $117 | $195-40.0% | $8,285-98.6% | $269-56.4% |