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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,886 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $26,064 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,823 | $88,890-35.0% | $102,423-43.5% | $77,643-25.5% |
| Participation rate | 53.5% | 80.9%-27.4pp | 76.5%-23.0pp | 70.6%-17.1pp |
| Annual return | 15.92% | 24.98%-9.1pp | 29.32%-13.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,838 | $2,698-31.9% | $3,023-39.2% | $2,726-32.6% |
| Participant deferral / active EE | $3,334 | $5,145-35.2% | $5,053-34.0% | $4,647-28.3% |
| Admin fee / account holder | $193 | $235-17.9% | $9,451-98.0% | $430-55.1% |