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, LLC9+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $35,931 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,100 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,195 |
BPM LLP2 years Service code 10 600 CALIFORNIA ST STE 600 · SAN FRANCISCO, CA 94108 | Accounting | $8,292 |
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 | $40,192 | $53,345-24.7% | $121,098-66.8% | $74,419-46.0% |
| Participation rate | 89.3% | 60.0%+29.3pp | 69.5%+19.8pp | 70.7%+18.6pp |
| Annual return | 18.40% | 35.15%-16.8pp | 985.75%-967.4pp | 34.38%-16.0pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,164-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $6,323 | $3,221+96.3% | $4,080+55.0% | $4,528+39.6% |
| Admin fee / account holder | $162 | $382-57.7% | $5,644-97.1% | $348-53.5% |