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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,389 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $16,475 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,920 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,401 | $45,324+11.2% | $122,332-58.8% | $69,631-27.6% |
| Participation rate | 30.4% | 59.9%-29.5pp | 71.6%-41.2pp | 70.7%-40.3pp |
| Annual return | 16.17% | 25.35%-9.2pp | 30.27%-14.1pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $0 | $1,230-100.0% | $4,050-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,937 | $2,367-18.2% | $3,287-41.1% | $3,224-39.9% |
| Admin fee / account holder | $207 | $87+137.9% | $5,478-96.2% | $110+87.4% |