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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $74,874 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $42,642 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,682 |
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 | $167,188 | $62,327+168.2% | $120,354+38.9% | $74,495+124.4% |
| Participation rate | 91.7% | 56.8%+35.0pp | 71.9%+19.8pp | 67.2%+24.5pp |
| Annual return | 11.13% | 18.61%-7.5pp | 107.15%-96.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $9,425 | $1,843+411.3% | $3,463+172.2% | $2,623+259.3% |
| Participant deferral / active EE | $3,001 | $2,893+3.8% | $4,991-39.9% | $4,346-30.9% |
| Admin fee / account holder | $906 | $2,396-62.2% | $9,423-90.4% | $1,942-53.3% |