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 | $29,992 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,086 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $12,729 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,720 | $80,724-19.8% | $103,333-37.4% | $74,495-13.1% |
| Participation rate | 95.7% | 65.7%+30.0pp | 74.5%+21.1pp | 67.2%+28.5pp |
| Annual return | 11.04% | 27.56%-16.5pp | 24.88%-13.8pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,677 | $3,157-46.9% | $3,868-56.6% | $2,623-36.1% |
| Participant deferral / active EE | $5,999 | $3,860+55.4% | $5,057+18.6% | $4,346+38.0% |
| Admin fee / account holder | $439 | $2,368-81.5% | $8,355-94.7% | $1,942-77.4% |