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 | $26,907 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,599 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $20,386 |
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 | $154,854 | $87,870+76.2% | $113,168+36.8% | $74,304+108.4% |
| Participation rate | 79.7% | 70.7%+8.9pp | 76.6%+3.1pp | 60.3%+19.3pp |
| Annual return | 12.60% | 26.44%-13.8pp | 24.27%-11.7pp | 29.43%-16.8pp |
| Employer contribution / active EE | $2,552 | $2,277+12.1% | $2,975-14.2% | $2,241+13.9% |
| Participant deferral / active EE | $4,917 | $4,241+15.9% | $5,107-3.7% | $3,767+30.5% |
| Admin fee / account holder | $619 | $3,368-81.6% | $12,068-94.9% | $2,969-79.2% |