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 | $46,657 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $14,354 |
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 | $40,425 | $87,870-54.0% | $113,168-64.3% | $74,304-45.6% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 9.24% | 26.44%-17.2pp | 24.27%-15.0pp | 29.43%-20.2pp |
| Employer contribution / active EE | $823 | $2,277-63.8% | $2,975-72.3% | $2,241-63.3% |
| Participant deferral / active EE | $3,271 | $4,241-22.9% | $5,107-35.9% | $3,767-13.2% |
| Admin fee / account holder | $153 | $3,368-95.5% | $12,068-98.7% | $2,969-94.8% |