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 | $7,340 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $7,037 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $1,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,241 | $65,390-56.8% | $169,368-83.3% | $71,457-60.5% |
| Participation rate | 87.2% | 67.0%+20.3pp | 77.1%+10.1pp | 67.9%+19.3pp |
| Annual return | 20.79% | 21.31%-0.5pp | 405.60%-384.8pp | 28.85%-8.1pp |
| Employer contribution / active EE | $2,080 | $2,0790% | $4,013-48.2% | $2,588-19.6% |
| Participant deferral / active EE | $3,389 | $4,367-22.4% | $6,221-45.5% | $4,289-21.0% |
| Admin fee / account holder | $62 | $1,324-95.3% | $9,003-99.3% | $1,587-96.1% |