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 | $46,037 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $13,595 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,235 | $79,171-50.4% | $102,423-61.7% | $74,495-47.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 22.82% | 54.93%-32.1pp | 29.32%-6.5pp | 1364.94%-1342.1pp |
| Employer contribution / active EE | $824 | $2,362-65.1% | $3,023-72.7% | $2,623-68.6% |
| Participant deferral / active EE | $3,263 | $4,415-26.1% | $5,053-35.4% | $4,346-24.9% |
| Admin fee / account holder | $160 | $2,001-92.0% | $9,451-98.3% | $1,942-91.7% |