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 | $69,198 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $30,441 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,887 | $95,880-66.7% | $107,525-70.3% | $85,563-62.7% |
| Participation rate | 81.9% | 70.1%+11.8pp | 75.1%+6.9pp | 66.0%+16.0pp |
| Annual return | 13.24% | 68.06%-54.8pp | 181.32%-168.1pp | 31.51%-18.3pp |
| Employer contribution / active EE | $3,888 | $3,812+2.0% | $3,754+3.6% | $2,654+46.5% |
| Participant deferral / active EE | $1,988 | $4,201-52.7% | $5,116-61.1% | $4,375-54.6% |
| Admin fee / account holder | $121 | $1,025-88.2% | $8,919-98.6% | $834-85.5% |