See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,099 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 99 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Other Fees | $40,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,402 |
MILLER KAPLAN ARASE LLP9 years Filed as: MILLER, KAPLAN, ARASE LLP Service code 10 3900 W ALAMEDA STE 2400 · BURBANK, CA 91505 | Accounting | $13,700 |
FRPF LLP4 years Service code 99 333 S GRAND AVE STE 4200 · LOS ANGELES, CA 900711567 | Other Fees | $1,406 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,412 | $72,994-46.0% | $120,354-67.3% | $77,643-49.2% |
| Participation rate | 82.2% | 55.2%+27.0pp | 71.9%+10.3pp | 70.6%+11.7pp |
| Annual return | 12.08% | 18.23%-6.1pp | 107.15%-95.1pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,394 | $1,793-22.2% | $3,463-59.7% | $2,726-48.8% |
| Participant deferral / active EE | $2,592 | $3,011-13.9% | $4,991-48.1% | $4,647-44.2% |
| Admin fee / account holder | $116 | $658-82.4% | $9,423-98.8% | $430-73.0% |