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 | $68,554 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,800 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $21,602 |
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 | $70,194 | $56,767+23.7% | $101,794-31.0% | $85,563-18.0% |
| Participation rate | 86.9% | 57.6%+29.3pp | 69.2%+17.7pp | 66.0%+21.0pp |
| Annual return | 13.28% | 17.76%-4.5pp | 30.53%-17.2pp | 31.51%-18.2pp |
| Employer contribution / active EE | $537 | $1,112-51.7% | $2,289-76.5% | $2,654-79.7% |
| Participant deferral / active EE | $4,786 | $2,720+76.0% | $4,084+17.2% | $4,375+9.4% |
| Admin fee / account holder | $444 | $1,098-59.6% | $8,777-94.9% | $834-46.8% |