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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $108,356 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $32,862 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,222 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $11,700 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,256 | $59,054+42.7% | $97,226-13.3% | $77,643+8.5% |
| Participation rate | 58.0% | 67.9%-9.9pp | 72.7%-14.7pp | 70.6%-12.6pp |
| Annual return | 8.69% | 16.96%-8.3pp | 75.13%-66.4pp | 31.24%-22.5pp |
| Employer contribution / active EE | $1,518 | $1,742-12.9% | $2,729-44.4% | $2,726-44.3% |
| Participant deferral / active EE | $3,199 | $3,930-18.6% | $4,264-25.0% | $4,647-31.2% |
| Admin fee / account holder | $376 | $346+8.5% | $5,654-93.4% | $430-12.7% |