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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67,145 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $16,149 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,095 | $98,727-45.2% | $113,168-52.2% | $85,563-36.8% |
| Participation rate | 99.7% | 80.8%+18.9pp | 76.6%+23.1pp | 66.0%+33.7pp |
| Annual return | 11.45% | 17.43%-6.0pp | 24.27%-12.8pp | 31.51%-20.1pp |
| Employer contribution / active EE | $2,135 | $2,907-26.5% | $2,975-28.2% | $2,654-19.5% |
| Participant deferral / active EE | $4,598 | $5,424-15.2% | $5,107-10.0% | $4,375+5.1% |
| Admin fee / account holder | $191 | $357-46.6% | $12,068-98.4% | $834-77.2% |