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 7-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 | $24,627 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $11,093 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,827 | $72,607+5.8% | $90,749-15.3% | $66,914+14.8% |
| Participation rate | 96.9% | 73.7%+23.3pp | 75.7%+21.2pp | 69.8%+27.1pp |
| Annual return | -17.04% | -12.28%-4.8pp | -12.16%-4.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,513 | $2,369+6.1% | $2,921-14.0% | $2,544-1.2% |
| Participant deferral / active EE | $5,043 | $3,977+26.8% | $4,564+10.5% | $4,237+19.0% |
| Admin fee / account holder | $159 | $707-77.5% | $8,445-98.1% | $593-73.1% |