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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $124,709 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $64,056 |
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 | $88,761 | $88,890-0.1% | $102,423-13.3% | $77,643+14.3% |
| Participation rate | 71.7% | 80.9%-9.2pp | 76.5%-4.8pp | 70.6%+1.1pp |
| Annual return | 10.22% | 24.98%-14.8pp | 29.32%-19.1pp | 31.24%-21.0pp |
| Employer contribution / active EE | $2,002 | $2,698-25.8% | $3,023-33.8% | $2,726-26.5% |
| Participant deferral / active EE | $4,427 | $5,145-14.0% | $5,053-12.4% | $4,647-4.7% |
| Admin fee / account holder | $272 | $235+15.7% | $9,451-97.1% | $430-36.7% |