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 8-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 | $218,801 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $150,127 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON LLC Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $19,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,335 | $110,299-76.1% | $102,423-74.3% | $199,593-86.8% |
| Participation rate | 91.2% | 86.3%+5.0pp | 76.5%+14.8pp | 72.0%+19.3pp |
| Annual return | 16.57% | 35.73%-19.2pp | 29.32%-12.8pp | 34.25%-17.7pp |
| Employer contribution / active EE | $1,250 | $3,603-65.3% | $3,023-58.7% | $3,034-58.8% |
| Participant deferral / active EE | $3,693 | $6,376-42.1% | $5,053-26.9% | $5,087-27.4% |
| Admin fee / account holder | $122 | $122-0.3% | $9,451-98.7% | $269-54.6% |