Filed April 15, 2022
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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,539 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,880 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $9,342 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,257 | $80,731-68.7% | $103,374-75.6% | $74,546-66.1% |
| Participation rate | 98.9% | 65.7%+33.2pp | 74.5%+24.3pp | 67.2%+31.6pp |
| Annual return | 9.93% | 27.56%-17.6pp | 24.89%-15.0pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $705 | $3,158-77.7% | $3,869-81.8% | $2,624-73.2% |
| Participant deferral / active EE | $3,724 | $3,860-3.5% | $5,058-26.4% | $4,347-14.3% |
| Admin fee / account holder | $237 | $2,369-90.0% | $8,394-97.2% | $1,944-87.8% |