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 8-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,782 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $17,000 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $2,575 |
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 | $28,981 | $59,159-51.0% | $159,960-81.9% | $66,914-56.7% |
| Participation rate | 91.7% | 68.1%+23.6pp | 78.0%+13.8pp | 69.8%+21.9pp |
| Annual return | -19.33% | -12.26%-7.1pp | 408.60%-427.9pp | 1.58%-20.9pp |
| Employer contribution / active EE | $2,316 | $1,983+16.8% | $4,226-45.2% | $2,544-9.0% |
| Participant deferral / active EE | $3,715 | $4,395-15.5% | $6,182-39.9% | $4,237-12.3% |
| Admin fee / account holder | $224 | $591-62.1% | $8,698-97.4% | $593-62.2% |