Filed April 15, 2025
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $447,523 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 28 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Investment Management | $2,976 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,381 | $128,899-46.2% | $113,168-38.7% | $102,872-32.6% |
| Participation rate | 95.2% | 87.0%+8.2pp | 76.6%+18.7pp | 73.0%+22.2pp |
| Annual return | 16.80% | 15.88%+0.9pp | 24.27%-7.5pp | 19.06%-2.3pp |
| Employer contribution / active EE | $1,882 | $3,713-49.3% | $2,975-36.7% | $3,526-46.6% |
| Participant deferral / active EE | $5,487 | $6,787-19.2% | $5,107+7.4% | $5,535-0.9% |
| Admin fee / account holder | $97 | $129-25.4% | $12,068-99.2% | $292-67.0% |