See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,385 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1920 MAIN ST · IRVINE, CA 92614 | Advisory (Plan) | $17,040 |
ERISA SERVICES, INC.3+ years Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $4,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,055 | $84,556-34.9% | $116,228-52.6% | $74,304-25.9% |
| Participation rate | 96.4% | 66.0%+30.4pp | 74.6%+21.9pp | 60.3%+36.1pp |
| Annual return | 18.88% | 18.35%+0.5pp | 90.06%-71.2pp | 29.43%-10.6pp |
| Employer contribution / active EE | $4,874 | $2,168+124.9% | $2,994+62.8% | $2,241+117.5% |
| Participant deferral / active EE | $9,283 | $3,814+143.4% | $4,953+87.4% | $3,767+146.4% |
| Admin fee / account holder | $297 | $3,792-92.2% | $11,989-97.5% | $2,969-90.0% |