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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,365 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $21,479 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,833 |
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 | $152,627 | $81,460+87.4% | $103,333+47.7% | $80,856+88.8% |
| Participation rate | 77.7% | 66.8%+10.8pp | 74.5%+3.2pp | 67.6%+10.0pp |
| Annual return | 16.85% | 25.55%-8.7pp | 24.88%-8.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $11,706 | $3,105+277.0% | $3,868+202.7% | $2,755+324.9% |
| Participant deferral / active EE | $4,367 | $3,869+12.9% | $5,057-13.7% | $4,296+1.7% |
| Admin fee / account holder | $586 | $6,566-91.1% | $8,355-93.0% | $6,918-91.5% |