See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,008 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $15,370 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,464 | $71,964-52.1% | $167,512-79.4% | $85,563-59.7% |
| Participation rate | 45.6% | 61.0%-15.3pp | 77.1%-31.4pp | 66.0%-20.3pp |
| Annual return | 17.88% | 18.83%-0.9pp | 1615.79%-1597.9pp | 31.51%-13.6pp |
| Employer contribution / active EE | $691 | $1,875-63.1% | $3,882-82.2% | $2,654-74.0% |
| Participant deferral / active EE | $2,734 | $4,110-33.5% | $6,405-57.3% | $4,375-37.5% |
| Admin fee / account holder | $239 | $815-70.7% | $9,769-97.6% | $834-71.4% |