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 | $65,173 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $23,001 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $80,148 | $78,485+2.1% | $106,213-24.5% | $74,495+7.6% |
| Participation rate | 88.3% | 72.8%+15.5pp | 75.3%+13.0pp | 67.2%+21.1pp |
| Annual return | 9.40% | 15.95%-6.6pp | 116.14%-106.7pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $3,499 | $2,523+38.7% | $3,171+10.3% | $2,623+33.4% |
| Participant deferral / active EE | $4,639 | $4,322+7.3% | $5,016-7.5% | $4,346+6.7% |
| Admin fee / account holder | $361 | $2,232-83.8% | $11,033-96.7% | $1,942-81.4% |