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 | $44,719 |
SAGEVIEW ADVISORY GROUP, LLC8 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $41,343 |
WRIGHT FORD YOUNG & CO1 year Service code 99 16140 SAND CANYON AVE · IRVINE, CA 92618 | Other Fees | $2,462 |
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 | $87,639 | $98,727-11.2% | $113,168-22.6% | $85,563+2.4% |
| Participation rate | 94.9% | 80.8%+14.1pp | 76.6%+18.3pp | 66.0%+28.9pp |
| Annual return | 11.52% | 17.43%-5.9pp | 24.27%-12.7pp | 31.51%-20.0pp |
| Employer contribution / active EE | $4,315 | $2,907+48.5% | $2,975+45.0% | $2,654+62.6% |
| Participant deferral / active EE | $6,217 | $5,424+14.6% | $5,107+21.7% | $4,375+42.1% |
| Admin fee / account holder | $184 | $357-48.4% | $12,068-98.5% | $834-77.9% |