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 | $29,767 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $22,104 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,213 |
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 | $135,359 | $132,049+2.5% | $200,582-32.5% | $74,304+82.2% |
| Participation rate | 87.0% | 84.1%+2.9pp | 86.9%+0.1pp | 60.3%+26.7pp |
| Annual return | 18.62% | 22.22%-3.6pp | 42.33%-23.7pp | 29.43%-10.8pp |
| Employer contribution / active EE | $2,207 | $4,558-51.6% | $6,419-65.6% | $2,241-1.5% |
| Participant deferral / active EE | $12,236 | $7,213+69.6% | $9,331+31.1% | $3,767+224.8% |
| Admin fee / account holder | $303 | $2,405-87.4% | $16,305-98.1% | $2,969-89.8% |