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 5-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 | $34,522 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $15,384 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,798 |
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 | $61,537 | $66,098-6.9% | $101,794-39.5% | $74,304-17.2% |
| Participation rate | 93.2% | 53.8%+39.5pp | 69.2%+24.1pp | 60.3%+32.9pp |
| Annual return | 13.07% | 19.59%-6.5pp | 30.53%-17.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,333 | $1,082+23.2% | $2,289-41.8% | $2,241-40.5% |
| Participant deferral / active EE | $4,286 | $2,781+54.1% | $4,084+5.0% | $3,767+13.8% |
| Admin fee / account holder | $261 | $4,146-93.7% | $8,777-97.0% | $2,969-91.2% |