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 | $34,570 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,806 |
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $4,367 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $118,083 | $65,435+80.5% | $86,677+36.2% | $66,914+76.5% |
| Participation rate | 81.8% | 75.5%+6.4pp | 76.6%+5.2pp | 69.8%+12.0pp |
| Annual return | -15.75% | -10.89%-4.9pp | 35.91%-51.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,633 | $2,153+22.3% | $2,836-7.2% | $2,544+3.5% |
| Participant deferral / active EE | $5,214 | $4,100+27.1% | $4,656+12.0% | $4,237+23.1% |
| Admin fee / account holder | $500 | $642-22.1% | $7,493-93.3% | $593-15.8% |