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 | $74,129 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $39,575 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,742 | $98,727-6.1% | $113,168-18.0% | $85,563+8.4% |
| Participation rate | 82.3% | 80.8%+1.5pp | 76.6%+5.7pp | 66.0%+16.3pp |
| Annual return | 13.52% | 17.43%-3.9pp | 24.27%-10.8pp | 31.51%-18.0pp |
| Employer contribution / active EE | $1,637 | $2,907-43.7% | $2,975-45.0% | $2,654-38.3% |
| Participant deferral / active EE | $4,048 | $5,424-25.4% | $5,107-20.7% | $4,375-7.5% |
| Admin fee / account holder | $190 | $357-46.8% | $12,068-98.4% | $834-77.2% |