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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,906 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $12,593 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,201 | $79,184-3.8% | $102,438-25.6% | $74,546+2.2% |
| Participation rate | 62.3% | 74.8%-12.4pp | 76.5%-14.1pp | 67.2%-4.9pp |
| Annual return | 16.86% | 54.95%-38.1pp | 29.37%-12.5pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $921 | $2,362-61.0% | $3,024-69.5% | $2,624-64.9% |
| Participant deferral / active EE | $4,014 | $4,414-9.1% | $5,054-20.6% | $4,347-7.7% |
| Admin fee / account holder | $321 | $2,001-84.0% | $9,448-96.6% | $1,944-83.5% |