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 | $42,691 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,846 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $7,286 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 335 MADISON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $489 |
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 | $120,044 | $88,083+36.3% | $164,813-27.2% | $74,495+61.1% |
| Participation rate | 87.0% | 73.0%+14.0pp | 78.6%+8.4pp | 67.2%+19.8pp |
| Annual return | 10.78% | 17.26%-6.5pp | 69.93%-59.1pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,811 | $2,593-30.2% | $4,341-58.3% | $2,623-31.0% |
| Participant deferral / active EE | $5,091 | $4,498+13.2% | $6,031-15.6% | $4,346+17.1% |
| Admin fee / account holder | $448 | $2,234-79.9% | $12,690-96.5% | $1,942-76.9% |