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 | $60,962 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $18,312 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,329 | $86,655-48.8% | $119,609-62.9% | $66,914-33.8% |
| Participation rate | 97.9% | 75.6%+22.3pp | 79.3%+18.6pp | 69.8%+28.1pp |
| Annual return | -17.37% | -8.00%-9.4pp | -14.97%-2.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,410 | $2,536-44.4% | $4,232-66.7% | $2,544-44.6% |
| Participant deferral / active EE | $5,218 | $4,358+19.7% | $5,602-6.9% | $4,237+23.1% |
| Admin fee / account holder | $247 | $755-67.2% | $10,323-97.6% | $593-58.3% |