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 | $15,419 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,992 | $73,360-55.0% | $177,989-81.5% | $74,495-55.7% |
| Participation rate | 87.3% | 66.6%+20.7pp | 77.1%+10.2pp | 67.2%+20.1pp |
| Annual return | 14.53% | 17.49%-3.0pp | 294.48%-280.0pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,869 | $2,216-15.7% | $3,949-52.7% | $2,623-28.8% |
| Participant deferral / active EE | $3,072 | $4,513-31.9% | $6,276-51.1% | $4,346-29.3% |
| Admin fee / account holder | $98 | $1,808-94.6% | $10,363-99.1% | $1,942-94.9% |