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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,095 |
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 | $8,049 | $55,331-85.5% | $81,812-90.2% | $199,593-96.0% |
| Participation rate | 91.6% | 62.5%+29.0pp | 72.3%+19.2pp | 72.0%+19.6pp |
| Annual return | 14.69% | 19.59%-4.9pp | 773.79%-759.1pp | 34.25%-19.6pp |
| Employer contribution / active EE | $400 | $2,101-81.0% | $2,912-86.3% | $3,034-86.8% |
| Participant deferral / active EE | $1,528 | $3,283-53.5% | $4,319-64.6% | $5,087-70.0% |
| Admin fee / account holder | $45 | $346-87.0% | $7,386-99.4% | $269-83.3% |