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 | $42,406 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,407 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $21,906 |
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 | $81,269 | $49,915+62.8% | $154,803-47.5% | $74,304+9.4% |
| Participation rate | 61.5% | 54.0%+7.6pp | 78.1%-16.5pp | 60.3%+1.2pp |
| Annual return | 15.73% | 34.06%-18.3pp | 58.88%-43.2pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,358 | $1,611-15.7% | $4,305-68.5% | $2,241-39.4% |
| Participant deferral / active EE | $4,187 | $2,255+85.7% | $5,540-24.4% | $3,767+11.1% |
| Admin fee / account holder | $477 | $2,189-78.2% | $14,329-96.7% | $2,969-83.9% |