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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,618 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $65,595 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,185 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,069 | $106,028+24.6% | $146,958-10.1% | $77,643+70.1% |
| Participation rate | 94.3% | 78.4%+16.0pp | 82.2%+12.2pp | 70.6%+23.8pp |
| Annual return | 16.98% | 56.73%-39.8pp | 418.34%-401.4pp | 31.24%-14.3pp |
| Employer contribution / active EE | $2,165 | $4,063-46.7% | $4,933-56.1% | $2,726-20.6% |
| Participant deferral / active EE | $9,701 | $7,990+21.4% | $8,070+20.2% | $4,647+108.8% |
| Admin fee / account holder | $286 | $337-15.1% | $12,998-97.8% | $430-33.5% |