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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,463 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,659 |
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $6,665 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,326 | $72,607+12.0% | $90,749-10.4% | $66,914+21.5% |
| Participation rate | 80.8% | 73.7%+7.1pp | 75.7%+5.1pp | 69.8%+11.0pp |
| Annual return | -14.65% | -12.28%-2.4pp | -12.16%-2.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $2,168 | $2,369-8.5% | $2,921-25.8% | $2,544-14.8% |
| Participant deferral / active EE | $1,518 | $3,977-61.8% | $4,564-66.7% | $4,237-64.2% |
| Admin fee / account holder | $502 | $707-29.1% | $8,445-94.1% | $593-15.4% |