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 8-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 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,640 | $88,890-39.7% | $102,423-47.6% | $77,643-30.9% |
| Participation rate | 82.6% | 80.9%+1.7pp | 76.5%+6.1pp | 70.6%+12.0pp |
| Annual return | 11.98% | 24.98%-13.0pp | 29.32%-17.3pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,304 | $2,698-51.7% | $3,023-56.9% | $2,726-52.2% |
| Participant deferral / active EE | $3,394 | $5,145-34.0% | $5,053-32.8% | $4,647-27.0% |
| Admin fee / account holder | $182 | $235-22.6% | $9,451-98.1% | $430-57.7% |