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 | $44,990 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,976 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $20,102 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,586 | $79,171+85.2% | $102,423+43.1% | $74,495+96.8% |
| Participation rate | 84.1% | 74.8%+9.3pp | 76.5%+7.6pp | 67.2%+16.9pp |
| Annual return | 10.88% | 54.93%-44.0pp | 29.32%-18.4pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $2,459 | $2,362+4.1% | $3,023-18.7% | $2,623-6.3% |
| Participant deferral / active EE | $4,561 | $4,415+3.3% | $5,053-9.7% | $4,346+5.0% |
| Admin fee / account holder | $778 | $2,001-61.1% | $9,451-91.8% | $1,942-59.9% |