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 10-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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,273 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,200 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $8,599 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,021 | $106,749-25.0% | $145,433-45.0% | $82,448-2.9% |
| Participation rate | 86.9% | 75.6%+11.3pp | 82.1%+4.8pp | 68.1%+18.8pp |
| Annual return | 9.60% | 27.59%-18.0pp | 66.58%-57.0pp | 41.64%-32.0pp |
| Employer contribution / active EE | $2,381 | $3,444-30.9% | $4,554-47.7% | $2,551-6.7% |
| Participant deferral / active EE | $6,839 | $6,519+4.9% | $7,897-13.4% | $4,139+65.2% |
| Admin fee / account holder | $384 | $8,390-95.4% | $13,129-97.1% | $7,234-94.7% |