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 | $28,373 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,755 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $15,087 |
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 | $30,682 | $80,724-62.0% | $103,333-70.3% | $74,495-58.8% |
| Participation rate | 88.4% | 65.7%+22.7pp | 74.5%+13.9pp | 67.2%+21.2pp |
| Annual return | 9.02% | 27.56%-18.5pp | 24.88%-15.9pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $1,812 | $3,157-42.6% | $3,868-53.1% | $2,623-30.9% |
| Participant deferral / active EE | $2,495 | $3,860-35.4% | $5,057-50.7% | $4,346-42.6% |
| Admin fee / account holder | $227 | $2,368-90.4% | $8,355-97.3% | $1,942-88.3% |