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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $19,808 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,244 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,982 | $44,221+6.2% | $121,196-61.2% | $56,287-16.5% |
| Participation rate | 67.0% | 61.1%+6.0pp | 71.7%-4.7pp | 69.9%-2.8pp |
| Annual return | -4.63% | -3.58%-1.1pp | 16.93%-21.6pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,135 | $1,480-23.3% | $4,022-71.8% | $2,111-46.2% |
| Participant deferral / active EE | $1,734 | $2,521-31.2% | $3,344-48.1% | $3,350-48.2% |
| Admin fee / account holder | $181 | $480-62.4% | $5,019-96.4% | $521-65.3% |