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 15 · EIN 84-0467907 | Recordkeeping | $135,728 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 17 · EIN 33-0818667 | Pension Consulting | $45,000 |
PENSION ASSURANCE LLP4 years Service code 10 · EIN 30-0840934 | Accounting | $14,000 |
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 | $164,235 | $51,045+221.7% | $70,515+132.9% | $71,457+129.8% |
| Participation rate | 99.5% | 59.4%+40.1pp | 68.3%+31.2pp | 67.9%+31.6pp |
| Annual return | 13.83% | 42.63%-28.8pp | 32.77%-18.9pp | 28.85%-15.0pp |
| Employer contribution / active EE | $1,904 | $1,790+6.3% | $2,973-36.0% | $2,588-26.4% |
| Participant deferral / active EE | $7,821 | $3,026+158.4% | $4,567+71.3% | $4,289+82.4% |
| Admin fee / account holder | $233 | $1,994-88.3% | $6,412-96.4% | $1,587-85.4% |