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 | $41,375 |
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $14,546 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $315 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $2 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,575 | $78,485+12.9% | $106,213-16.6% | $74,495+18.9% |
| Participation rate | 94.4% | 72.8%+21.6pp | 75.3%+19.2pp | 67.2%+27.2pp |
| Annual return | 8.90% | 15.95%-7.0pp | 116.14%-107.2pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $2,738 | $2,523+8.5% | $3,171-13.7% | $2,623+4.4% |
| Participant deferral / active EE | $1,566 | $4,322-63.8% | $5,016-68.8% | $4,346-64.0% |
| Admin fee / account holder | $370 | $2,232-83.4% | $11,033-96.6% | $1,942-80.9% |