See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $159,743 |
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $56,110 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,172 | $47,722+89.0% | $82,719+9.0% | $64,808+39.1% |
| Participation rate | 94.6% | 67.6%+26.9pp | 72.6%+22.0pp | 71.5%+23.1pp |
| Annual return | -14.81% | -13.05%-1.8pp | 701.18%-716.0pp | 32.82%-47.6pp |
| Employer contribution / active EE | $4,784 | $2,179+119.5% | $3,009+59.0% | $2,506+90.9% |
| Participant deferral / active EE | $5,259 | $3,329+58.0% | $4,395+19.7% | $4,310+22.0% |
| Admin fee / account holder | $288 | $143+101.8% | $5,329-94.6% | $188+53.6% |