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 | $21,803 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,719 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $3,033 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,464 | $63,442-81.9% | $68,791-83.3% | $66,914-82.9% |
| Participation rate | 97.8% | 60.0%+37.8pp | 69.0%+28.7pp | 69.8%+28.0pp |
| Annual return | -12.56% | -8.29%-4.3pp | -6.38%-6.2pp | 1.58%-14.1pp |
| Employer contribution / active EE | $435 | $1,775-75.5% | $2,655-83.6% | $2,544-82.9% |
| Participant deferral / active EE | $2,219 | $2,945-24.7% | $3,941-43.7% | $4,237-47.6% |
| Admin fee / account holder | $125 | $577-78.4% | $4,932-97.5% | $593-79.0% |