See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,243 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $19,303 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $267 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,391 | $44,764+12.6% | $68,791-26.7% | $64,808-22.2% |
| Participation rate | 76.5% | 64.8%+11.8pp | 69.0%+7.5pp | 71.5%+5.1pp |
| Annual return | -14.82% | -10.91%-3.9pp | -6.38%-8.4pp | 32.82%-47.6pp |
| Employer contribution / active EE | $2,065 | $1,775+16.3% | $2,655-22.2% | $2,506-17.6% |
| Participant deferral / active EE | $5,664 | $3,238+74.9% | $3,941+43.7% | $4,310+31.4% |
| Admin fee / account holder | $223 | $151+47.1% | $4,932-95.5% | $188+18.6% |