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 | $92,224-65.4% | $105,223-69.7% | $79,634-60.0% |
| Participation rate | 81.9% | 69.2%+12.8pp | 75.0%+6.9pp | 62.5%+19.5pp |
| Annual return | 13.24% | 88.65%-75.4pp | 180.65%-167.4pp | 36.46%-23.2pp |
| Employer contribution / active EE | $3,888 | $3,965-1.9% | $3,689+5.4% | $2,529+53.7% |
| Participant deferral / active EE | $1,988 | $3,834-48.1% | $5,072-60.8% | $3,835-48.2% |
| Admin fee / account holder | $121 | $1,121-89.2% | $8,859-98.6% | $1,002-87.9% |