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 | $27,978 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,030 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ CINCINNATI OH · CINCINNATI, OH 45263 | Advisory (Plan) | $10,323 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,599 | $76,670-32.7% | $96,683-46.6% | $71,457-27.8% |
| Participation rate | 98.2% | 66.6%+31.7pp | 74.3%+23.9pp | 67.9%+30.3pp |
| Annual return | 14.55% | 48.29%-33.7pp | 35.69%-21.1pp | 28.85%-14.3pp |
| Employer contribution / active EE | $924 | $3,031-69.5% | $3,737-75.3% | $2,588-64.3% |
| Participant deferral / active EE | $5,347 | $3,771+41.8% | $4,878+9.6% | $4,289+24.7% |
| Admin fee / account holder | $350 | $2,028-82.8% | $6,730-94.8% | $1,587-78.0% |