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 INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,596 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1920 MAIN ST., STE. 800 · IRVINE, CA 92614 | Advisory (Plan) | $17,879 |
TRUOG-RYDING COMPANY, INC.4 years Filed as: TRUOG-RYDING COMPANY INC. Service code 13 | Contract Administrator | $10,000 |
Service code 27 24 E. COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $8,113 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,490 |
TRUOG-RYDING COMPANY, INC.4 years Service code 13 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $975 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,466 | $48,265+70.9% | $68,791+19.9% | $68,494+20.4% |
| Participation rate | 92.2% | 60.7%+31.5pp | 69.0%+23.2pp | 67.9%+24.3pp |
| Annual return | -16.15% | -12.71%-3.4pp | -6.38%-9.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $5,637 | $1,829+208.2% | $2,655+112.3% | $2,596+117.1% |
| Participant deferral / active EE | $4,707 | $2,867+64.2% | $3,941+19.4% | $4,027+16.9% |
| Admin fee / account holder | $396 | $4,355-90.9% | $4,932-92.0% | $5,403-92.7% |