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: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $24,007 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,740 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,382 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $22 |
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 | $131,881 | $76,050+73.4% | $96,544+36.6% | $71,457+84.6% |
| Participation rate | 80.9% | 74.4%+6.5pp | 76.0%+5.0pp | 67.9%+13.0pp |
| Annual return | 15.36% | 22.81%-7.5pp | 25.84%-10.5pp | 28.85%-13.5pp |
| Employer contribution / active EE | $2,449 | $2,244+9.1% | $2,965-17.4% | $2,588-5.3% |
| Participant deferral / active EE | $4,751 | $4,215+12.7% | $4,851-2.1% | $4,289+10.8% |
| Admin fee / account holder | $601 | $2,707-77.8% | $8,252-92.7% | $1,587-62.1% |