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 | $56,659 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ CINCINNATI OH · CINCINNATI, OH 45263 | Advisory (Plan) | $30,474 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,031 | $99,078-27.3% | $96,544-25.4% | $74,419-3.2% |
| Participation rate | 94.6% | 80.7%+13.9pp | 76.0%+18.6pp | 70.7%+23.9pp |
| Annual return | 15.57% | 22.48%-6.9pp | 25.84%-10.3pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,579 | $2,570-38.6% | $2,965-46.8% | $2,637-40.1% |
| Participant deferral / active EE | $4,488 | $4,933-9.0% | $4,851-7.5% | $4,528-0.9% |
| Admin fee / account holder | $146 | $225-34.9% | $8,252-98.2% | $348-58.0% |