See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $629,932 |
MERCER2 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $145,187 |
SEYFARTH SHAW LLP7 years Service code 29 131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577 | Legal | $40,816 |
CURCIO WEBB1 year Filed as: CURCIO WEBB LLC Service code 99 610 16TH ST STE 205 · OAKLAND, CA 946121283 | Other Fees | $26,578 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE AND MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $26,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,122 | $89,497-40.6% | $70,092-24.2% | $78,044-31.9% |
| Participation rate | 76.2% | 79.9%-3.7pp | 70.5%+5.8pp | 74.4%+1.8pp |
| Annual return | -14.64% | -12.39%-2.3pp | 190.73%-205.4pp | 10.87%-25.5pp |
| Employer contribution / active EE | $2,705 | $3,152-14.2% | $2,559+5.7% | $3,125-13.4% |
| Participant deferral / active EE | $4,382 | $4,564-4.0% | $3,849+13.9% | $5,084-13.8% |
| Admin fee / account holder | $88 | $78+13.3% | $6,267-98.6% | $79+11.6% |