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 INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $22,705 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 28 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Investment Management | $8,574 |
ERISA SERVICES, INC.4 years Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $6,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,294 | $59,097-65.7% | $82,389-75.4% | $74,304-72.7% |
| Participation rate | 64.7% | 52.8%+11.9pp | 69.5%-4.8pp | 60.3%+4.4pp |
| Annual return | 13.17% | 22.85%-9.7pp | 28.67%-15.5pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,276 | $2,775-18.0% | $4,155-45.2% | $3,767-39.6% |
| Admin fee / account holder | $219 | $4,489-95.1% | $7,231-97.0% | $2,969-92.6% |