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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $130,080 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $67,616 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ CINCINNATI OH · CINCINNATI, OH 45263 | Advisory (Plan) | $31,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,312 | $49,808+43.2% | $95,745-25.5% | $74,419-4.2% |
| Participation rate | 51.1% | 66.6%-15.5pp | 72.3%-21.2pp | 70.7%-19.7pp |
| Annual return | 12.73% | 24.91%-12.2pp | 28.35%-15.6pp | 34.38%-21.7pp |
| Employer contribution / active EE | $1,153 | $1,639-29.6% | $2,835-59.3% | $2,637-56.3% |
| Participant deferral / active EE | $2,370 | $3,739-36.6% | $4,245-44.2% | $4,528-47.7% |
| Admin fee / account holder | $339 | $311+9.0% | $5,678-94.0% | $348-2.5% |