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 9-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 INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $64,101 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 1920 MAIN STREET STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $49,311 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS - KRAVITZ Service code 13 | Contract Administrator | $10,000 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 27 200 DRYDEN RD · DRESHER, PA 19025 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,003 | $61,272+35.5% | $149,673-44.5% | $71,457+16.2% |
| Participation rate | 86.7% | 62.5%+24.2pp | 78.8%+8.0pp | 67.9%+18.8pp |
| Annual return | 17.01% | 35.85%-18.8pp | 134.42%-117.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $6,201 | $2,378+160.7% | $4,818+28.7% | $2,588+139.6% |
| Participant deferral / active EE | $5,793 | $2,917+98.6% | $5,680+2.0% | $4,289+35.1% |
| Admin fee / account holder | $444 | $1,261-64.8% | $13,210-96.6% | $1,587-72.0% |