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 |
|---|---|---|
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, CO 45263 | Advisory (Plan) | $12,759 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111 | Investment Management | $12,659 |
LATITUDE SERVICE COMPANY INC3 years Service code 13 1500 N OAK DR · PLYMOUTH, IN 46563 | Contract Administrator | $1,803 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $651 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,461 | $100,923-71.8% | $150,045-81.0% | $74,304-61.7% |
| Participation rate | 82.3% | 70.1%+12.2pp | 82.3%-0.1pp | 60.3%+21.9pp |
| Annual return | 11.16% | 51.77%-40.6pp | 62.55%-51.4pp | 29.43%-18.3pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,338 | $6,709-65.2% | $7,997-70.8% | $3,767-37.9% |
| Admin fee / account holder | $78 | $2,767-97.2% | $13,435-99.4% | $2,969-97.4% |