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 | $94,801 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 99 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Other Fees | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,265 | $99,078-26.1% | $96,544-24.1% | $74,419-1.6% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.0%+19.2pp | 70.7%+24.4pp |
| Annual return | 14.49% | 22.48%-8.0pp | 25.84%-11.3pp | 34.38%-19.9pp |
| Employer contribution / active EE | $4,108 | $2,570+59.8% | $2,965+38.5% | $2,637+55.8% |
| Participant deferral / active EE | $5,675 | $4,933+15.0% | $4,851+17.0% | $4,528+25.3% |
| Admin fee / account holder | $204 | $225-9.1% | $8,252-97.5% | $348-41.3% |