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 | $38,537 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1920 MAIN ST., STE. 800 · IRVINE, CA 92614 | Advisory (Plan) | $33,240 |
TRUOG-RYDING COMPANY, INC.7 years Filed as: TRUOG-RYDING COMPANY INC. Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,055 |
TRUOG-RYDING COMPANY, INC.7 years Service code 13 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $1,400 |
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 | $109,034 | $60,892+79.1% | $82,389+32.3% | $84,808+28.6% |
| Participation rate | 99.0% | 63.3%+35.7pp | 69.5%+29.4pp | 68.3%+30.6pp |
| Annual return | 15.04% | 37.29%-22.3pp | 28.67%-13.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,284 | $1,779+84.5% | $2,517+30.5% | $2,631+24.8% |
| Participant deferral / active EE | $6,026 | $3,179+89.6% | $4,155+45.0% | $4,212+43.1% |
| Admin fee / account holder | $592 | $5,467-89.2% | $7,231-91.8% | $7,344-91.9% |