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 | $78,962 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,489 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $15,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,663 | $108,549-33.1% | $156,263-53.5% | $85,563-15.1% |
| Participation rate | 74.0% | 77.1%-3.1pp | 78.9%-4.9pp | 66.0%+8.1pp |
| Annual return | 13.54% | 21.79%-8.3pp | 59.47%-45.9pp | 31.51%-18.0pp |
| Employer contribution / active EE | $738 | $2,690-72.6% | $4,333-83.0% | $2,654-72.2% |
| Participant deferral / active EE | $4,583 | $4,800-4.5% | $6,158-25.6% | $4,375+4.7% |
| Admin fee / account holder | $332 | $650-48.9% | $14,255-97.7% | $834-60.2% |