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 10-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,553 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,165 | $47,722-82.9% | $82,719-90.1% | $64,808-87.4% |
| Participation rate | 97.8% | 67.6%+30.2pp | 72.6%+25.3pp | 71.5%+26.4pp |
| Annual return | -19.21% | -13.05%-6.2pp | 701.18%-720.4pp | 32.82%-52.0pp |
| Employer contribution / active EE | $566 | $2,179-74.0% | $3,009-81.2% | $2,506-77.4% |
| Participant deferral / active EE | $2,325 | $3,329-30.2% | $4,395-47.1% | $4,310-46.1% |
| Admin fee / account holder | $66 | $143-53.5% | $5,329-98.8% | $188-64.6% |