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 INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $117,491 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $59,139 |
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 | $73,750 | $72,254+2.1% | $86,677-14.9% | $64,808+13.8% |
| Participation rate | 71.8% | 80.4%-8.6pp | 76.6%-4.8pp | 71.5%+0.4pp |
| Annual return | -13.56% | 392.42%-406.0pp | 35.91%-49.5pp | 32.82%-46.4pp |
| Employer contribution / active EE | $1,962 | $2,393-18.0% | $2,836-30.8% | $2,506-21.7% |
| Participant deferral / active EE | $4,210 | $4,658-9.6% | $4,656-9.6% | $4,310-2.3% |
| Admin fee / account holder | $389 | $174+123.5% | $7,493-94.8% | $188+107.0% |