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, LLC7+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $22,857 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,490 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,647 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,784 | $45,602-12.8% | $117,472-66.1% | $66,914-40.5% |
| Participation rate | 88.1% | 57.6%+30.5pp | 70.6%+17.6pp | 69.8%+18.3pp |
| Annual return | -13.91% | -16.74%+2.8pp | 29.74%-43.6pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,606 | $1,579+1.7% | $4,176-61.5% | $2,544-36.9% |
| Participant deferral / active EE | $2,983 | $2,845+4.9% | $4,070-26.7% | $4,237-29.6% |
| Admin fee / account holder | $221 | $661-66.6% | $5,645-96.1% | $593-62.8% |