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 9-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 | $26,624 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $17,820 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,498 | $122,239-3.1% | $184,200-35.7% | $74,546+59.0% |
| Participation rate | 98.6% | 85.5%+13.1pp | 86.8%+11.8pp | 67.2%+31.4pp |
| Annual return | 20.63% | 19.95%+0.7pp | 28.80%-8.2pp | 1366.03%-1345.4pp |
| Employer contribution / active EE | $3,164 | $4,537-30.3% | $6,424-50.7% | $2,624+20.6% |
| Participant deferral / active EE | $13,228 | $7,139+85.3% | $9,132+44.9% | $4,347+204.3% |
| Admin fee / account holder | $244 | $1,260-80.6% | $13,907-98.2% | $1,944-87.4% |