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 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $108,322 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $40,000 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 71 · EIN 84-0467907 | Brokerage Fees | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,549 | $72,254-16.2% | $86,677-30.1% | $64,808-6.6% |
| Participation rate | 61.4% | 80.4%-19.0pp | 76.6%-15.2pp | 71.5%-10.1pp |
| Annual return | -16.55% | 392.42%-409.0pp | 35.91%-52.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $2,485 | $2,393+3.8% | $2,836-12.4% | $2,506-0.8% |
| Participant deferral / active EE | $3,297 | $4,658-29.2% | $4,656-29.2% | $4,310-23.5% |
| Admin fee / account holder | $312 | $174+79.6% | $7,493-95.8% | $188+66.3% |