Filed September 7, 2021 (most recent of 7 filings on file)
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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $197,476 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $161,886 |
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Recordkeeping | $60,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,216 | $160,882-10.4% | $200,582-28.1% | $102,872+40.2% |
| Participation rate | 99.0% | 91.2%+7.8pp | 86.9%+12.1pp | 73.0%+25.9pp |
| Annual return | 16.73% | 18.15%-1.4pp | 42.33%-25.6pp | 19.06%-2.3pp |
| Employer contribution / active EE | $5,281 | $5,602-5.7% | $6,419-17.7% | $3,526+49.8% |
| Participant deferral / active EE | $6,801 | $9,300-26.9% | $9,331-27.1% | $5,535+22.9% |
| Admin fee / account holder | $117 | $125-6.0% | $16,305-99.3% | $292-59.9% |