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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $142,191 |
Filed as: SAGEVIEW ADVISORY GROUP., LLC Service code 17 · EIN 33-0818667 | Pension Consulting | $45,000 |
PENSION ASSURANCE LLP3 years Service code 10 · EIN 30-0840934 | Accounting | $11,000 |
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 | $151,959 | $63,442+139.5% | $68,791+120.9% | $66,914+127.1% |
| Participation rate | 90.6% | 60.0%+30.7pp | 69.0%+21.6pp | 69.8%+20.8pp |
| Annual return | -11.91% | -8.29%-3.6pp | -6.38%-5.5pp | 1.58%-13.5pp |
| Employer contribution / active EE | $1,710 | $1,775-3.7% | $2,655-35.6% | $2,544-32.8% |
| Participant deferral / active EE | $6,874 | $2,945+133.5% | $3,941+74.4% | $4,237+62.2% |
| Admin fee / account holder | $478 | $577-17.2% | $4,932-90.3% | $593-19.4% |