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 8-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 INSURANCE COMPANY OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $89,892 |
Filed as: FIFTH THIRD BANK Service code 27 | Advisory (Plan) | $35,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,352 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,680 | $88,982-53.2% | $102,438-59.3% | $77,671-46.3% |
| Participation rate | 94.6% | 80.9%+13.7pp | 76.5%+18.2pp | 70.6%+24.1pp |
| Annual return | 16.17% | 25.01%-8.8pp | 29.37%-13.2pp | 31.21%-15.0pp |
| Employer contribution / active EE | $2,595 | $2,698-3.8% | $3,024-14.2% | $2,726-4.8% |
| Participant deferral / active EE | $3,367 | $5,144-34.5% | $5,054-33.4% | $4,648-27.6% |
| Admin fee / account holder | $138 | $236-41.3% | $9,448-98.5% | $430-67.9% |