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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $32,590 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,787 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,665 |
BPM LLP1 year Service code 10 600 CALIFORNIA ST STE 600 · SAN FRANCISCO, CA 94108 | Accounting | $7,222 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,679 | $47,898-33.9% | $117,472-73.0% | $64,808-51.1% |
| Participation rate | 87.7% | 61.9%+25.8pp | 70.6%+17.1pp | 71.5%+16.2pp |
| Annual return | -14.64% | -15.54%+0.9pp | 29.74%-44.4pp | 32.82%-47.5pp |
| Employer contribution / active EE | $50 | $1,774-97.2% | $4,176-98.8% | $2,506-98.0% |
| Participant deferral / active EE | $5,524 | $3,151+75.3% | $4,070+35.7% | $4,310+28.2% |
| Admin fee / account holder | $150 | $132+13.6% | $5,645-97.3% | $188-20.3% |