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 | $111,017 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $55,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,166 | $99,078-19.1% | $96,544-17.0% | $74,419+7.7% |
| Participation rate | 69.0% | 80.7%-11.6pp | 76.0%-6.9pp | 70.7%-1.7pp |
| Annual return | 13.33% | 22.48%-9.2pp | 25.84%-12.5pp | 34.38%-21.0pp |
| Employer contribution / active EE | $1,838 | $2,570-28.5% | $2,965-38.0% | $2,637-30.3% |
| Participant deferral / active EE | $3,959 | $4,933-19.8% | $4,851-18.4% | $4,528-12.6% |
| Admin fee / account holder | $363 | $225+61.6% | $8,252-95.6% | $348+4.4% |