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 10-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,654 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $18,117 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,966 | $45,031+139.8% | $84,966+27.1% | $77,643+39.1% |
| Participation rate | 91.7% | 48.7%+43.1pp | 67.5%+24.2pp | 70.6%+21.2pp |
| Annual return | 16.83% | 79.22%-62.4pp | 66.38%-49.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $1,485 | $1,609-7.7% | $2,727-45.5% | $2,726-45.5% |
| Participant deferral / active EE | $5,538 | $2,807+97.3% | $4,519+22.5% | $4,647+19.2% |
| Admin fee / account holder | $149 | $912-83.6% | $6,149-97.6% | $430-65.3% |