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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,499 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $8,017 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,870 |
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 | $125,687 | $91,538+37.3% | $129,995-3.3% | $75,163+67.2% |
| Participation rate | 93.3% | 71.4%+21.9pp | 78.5%+14.8pp | 67.2%+26.1pp |
| Annual return | 20.02% | -631.11%+651.1pp | -137.18%+157.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,790 | $2,845-37.1% | $4,320-58.6% | $2,670-33.0% |
| Participant deferral / active EE | $4,855 | $4,341+11.8% | $5,820-16.6% | $4,125+17.7% |
| Admin fee / account holder | $401 | $6,790-94.1% | $10,614-96.2% | $5,651-92.9% |