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 | $22,758 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,823 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $11,272 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,777 | $54,517-71.1% | $75,972-79.2% | $74,495-78.8% |
| Participation rate | 99.0% | 60.3%+38.7pp | 69.1%+30.0pp | 67.2%+31.8pp |
| Annual return | 9.47% | 31.82%-22.4pp | 359.55%-350.1pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $466 | $1,777-73.8% | $2,685-82.6% | $2,623-82.2% |
| Participant deferral / active EE | $2,872 | $3,066-6.3% | $4,255-32.5% | $4,346-33.9% |
| Admin fee / account holder | $174 | $2,229-92.2% | $6,467-97.3% | $1,942-91.0% |