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 | $78,483+2.1% | $106,201-24.5% | $74,546+7.5% |
| Participation rate | 88.3% | 72.8%+15.5pp | 75.3%+13.0pp | 67.2%+21.1pp |
| Annual return | 9.40% | 15.94%-6.5pp | 116.26%-106.9pp | 1366.03%-1356.6pp |
| Employer contribution / active EE | $3,499 | $2,522+38.8% | $3,170+10.4% | $2,624+33.3% |
| Participant deferral / active EE | $4,639 | $4,320+7.4% | $5,012-7.4% | $4,347+6.7% |
| Admin fee / account holder | $361 | $2,236-83.8% | $11,039-96.7% | $1,944-81.4% |