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, LLC3+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $24,850 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,512 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,944 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $440 |
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 | $126,371 | $71,192+77.5% | $117,854+7.2% | $62,292+102.9% |
| Participation rate | 91.5% | 74.2%+17.2pp | 79.7%+11.8pp | 69.5%+21.9pp |
| Annual return | 14.06% | 18.66%-4.6pp | 335.08%-321.0pp | 28.90%-14.8pp |
| Employer contribution / active EE | $2,419 | $1,934+25.1% | $3,786-36.1% | $2,042+18.4% |
| Participant deferral / active EE | $7,327 | $3,189+129.8% | $4,482+63.5% | $3,169+131.2% |
| Admin fee / account holder | $195 | $587-66.9% | $8,020-97.6% | $479-59.4% |