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 6-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 CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,070 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $560 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Plan) | $259 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,619 | $48,265-90.4% | $68,791-93.3% | $68,494-93.3% |
| Participation rate | 87.0% | 60.7%+26.3pp | 69.0%+18.0pp | 67.9%+19.1pp |
| Annual return | -14.21% | -12.71%-1.5pp | -6.38%-7.8pp | -7.84%-6.4pp |
| Employer contribution / active EE | $446 | $1,829-75.6% | $2,655-83.2% | $2,596-82.8% |
| Participant deferral / active EE | $1,572 | $2,867-45.2% | $3,941-60.1% | $4,027-61.0% |
| Admin fee / account holder | $146 | $4,355-96.7% | $4,932-97.0% | $5,403-97.3% |