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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,399 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $15,133 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,804 | $76,050-12.2% | $96,544-30.8% | $71,457-6.5% |
| Participation rate | 99.1% | 74.4%+24.7pp | 76.0%+23.1pp | 67.9%+31.2pp |
| Annual return | 18.52% | 22.81%-4.3pp | 25.84%-7.3pp | 28.85%-10.3pp |
| Employer contribution / active EE | $3,989 | $2,244+77.7% | $2,965+34.5% | $2,588+54.1% |
| Participant deferral / active EE | $5,413 | $4,215+28.4% | $4,851+11.6% | $4,289+26.2% |
| Admin fee / account holder | $260 | $2,707-90.4% | $8,252-96.9% | $1,587-83.6% |