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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $175,157 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $137,197 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $57,250 |
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 | $22,091 | $53,136-58.4% | $155,509-85.8% | $199,593-88.9% |
| Participation rate | 89.5% | 64.1%+25.5pp | 78.2%+11.4pp | 72.0%+17.6pp |
| Annual return | 13.41% | 41.15%-27.7pp | 64.67%-51.3pp | 34.25%-20.8pp |
| Employer contribution / active EE | $1,331 | $1,851-28.1% | $4,672-71.5% | $3,034-56.1% |
| Participant deferral / active EE | $4,882 | $3,161+54.4% | $5,626-13.2% | $5,087-4.0% |
| Admin fee / account holder | $126 | $185-32.1% | $15,912-99.2% | $269-53.2% |