See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,104 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $21,524 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,088 |
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 | $83,297 | $74,188+12.3% | $115,756-28.0% | $64,808+28.5% |
| Participation rate | 83.9% | 76.2%+7.6pp | 77.1%+6.8pp | 71.5%+12.4pp |
| Annual return | -7.42% | -11.81%+4.4pp | 143.14%-150.6pp | 32.82%-40.2pp |
| Employer contribution / active EE | $3,544 | $3,365+5.3% | $3,793-6.6% | $2,506+41.4% |
| Participant deferral / active EE | $8,503 | $5,294+60.6% | $6,254+36.0% | $4,310+97.3% |
| Admin fee / account holder | $308 | $148+107.5% | $8,124-96.2% | $188+63.9% |