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 | $37,814 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,620 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $20,138 |
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 | $68,435 | $50,820+34.7% | $155,567-56.0% | $77,671-11.9% |
| Participation rate | 55.6% | 63.1%-7.6pp | 78.2%-22.6pp | 70.6%-15.0pp |
| Annual return | 13.38% | 34.85%-21.5pp | 64.74%-51.4pp | 31.21%-17.8pp |
| Employer contribution / active EE | $1,195 | $1,993-40.0% | $4,674-74.4% | $2,726-56.2% |
| Participant deferral / active EE | $3,693 | $2,823+30.8% | $5,628-34.4% | $4,648-20.5% |
| Admin fee / account holder | $446 | $436+2.4% | $15,916-97.2% | $430+3.7% |