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 | $38,696 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,022 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $17,533 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,669 | $98,727-23.4% | $113,168-33.1% | $85,563-11.6% |
| Participation rate | 98.8% | 80.8%+17.9pp | 76.6%+22.2pp | 66.0%+32.8pp |
| Annual return | 15.88% | 17.43%-1.6pp | 24.27%-8.4pp | 31.51%-15.6pp |
| Employer contribution / active EE | $2,272 | $2,907-21.8% | $2,975-23.6% | $2,654-14.4% |
| Participant deferral / active EE | $6,022 | $5,424+11.0% | $5,107+17.9% | $4,375+37.6% |
| Admin fee / account holder | $203 | $357-43.1% | $12,068-98.3% | $834-75.7% |