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 7-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 | $350,419 |
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $130,908 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,371 | $128,899-36.1% | $113,168-27.2% | $102,872-19.9% |
| Participation rate | 95.7% | 87.0%+8.7pp | 76.6%+19.1pp | 73.0%+22.7pp |
| Annual return | 16.13% | 15.88%+0.3pp | 24.27%-8.1pp | 19.06%-2.9pp |
| Employer contribution / active EE | $1,761 | $3,713-52.6% | $2,975-40.8% | $3,526-50.1% |
| Participant deferral / active EE | $3,667 | $6,787-46.0% | $5,107-28.2% | $5,535-33.8% |
| Admin fee / account holder | $100 | $129-22.6% | $12,068-99.2% | $292-65.7% |