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 | $19,704 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $12,453 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,375 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,510 | $31,310+48.5% | $53,898-13.7% | $74,304-37.4% |
| Participation rate | 79.2% | 30.7%+48.6pp | 55.0%+24.3pp | 60.3%+18.9pp |
| Annual return | 14.07% | 23.16%-9.1pp | 528.60%-514.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $391 | $450-13.1% | $932-58.1% | $2,241-82.6% |
| Participant deferral / active EE | $1,862 | $934+99.4% | $1,826+2.0% | $3,767-50.6% |
| Admin fee / account holder | $265 | $2,175-87.8% | $2,491-89.3% | $2,969-91.1% |