Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,215 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $27,966 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,904 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,640 | $88,982-39.7% | $102,438-47.6% | $77,671-30.9% |
| Participation rate | 82.6% | 80.9%+1.7pp | 76.5%+6.1pp | 70.6%+12.0pp |
| Annual return | 11.98% | 25.01%-13.0pp | 29.37%-17.4pp | 31.21%-19.2pp |
| Employer contribution / active EE | $1,304 | $2,698-51.7% | $3,024-56.9% | $2,726-52.2% |
| Participant deferral / active EE | $3,394 | $5,144-34.0% | $5,054-32.8% | $4,648-27.0% |
| Admin fee / account holder | $182 | $236-22.6% | $9,448-98.1% | $430-57.7% |