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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,443 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $19,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,476 | $29,548+60.7% | $56,411-15.8% | $77,643-38.9% |
| Participation rate | 50.2% | 32.7%+17.5pp | 52.5%-2.2pp | 70.6%-20.4pp |
| Annual return | 11.09% | 19.01%-7.9pp | 1701.33%-1690.2pp | 31.24%-20.1pp |
| Employer contribution / active EE | $587 | $568+3.5% | $1,039-43.4% | $2,726-78.4% |
| Participant deferral / active EE | $1,895 | $1,061+78.6% | $1,952-2.9% | $4,647-59.2% |
| Admin fee / account holder | $121 | $1,046-88.5% | $2,829-95.7% | $430-72.0% |