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 | $63,967 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $20,000 |
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 | $15,709 | $52,208-69.9% | $86,612-81.9% | $74,419-78.9% |
| Participation rate | 85.4% | 66.3%+19.1pp | 71.7%+13.7pp | 70.7%+14.7pp |
| Annual return | 19.61% | 44.46%-24.8pp | 591.07%-571.5pp | 34.38%-14.8pp |
| Employer contribution / active EE | $410 | $2,282-82.0% | $3,022-86.4% | $2,637-84.5% |
| Participant deferral / active EE | $2,335 | $3,383-31.0% | $4,438-47.4% | $4,528-48.4% |
| Admin fee / account holder | $87 | $319-72.8% | $5,614-98.5% | $348-75.1% |