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 |
|---|---|---|
Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $16,817 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,079 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $417 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,677 | $75,388-67.3% | $123,544-80.0% | $55,725-55.7% |
| Participation rate | 72.9% | 75.7%-2.7pp | 82.3%-9.4pp | 70.9%+2.1pp |
| Annual return | 1.50% | 4.48%-3.0pp | 119.20%-117.7pp | 244.93%-243.4pp |
| Employer contribution / active EE | $1,548 | $3,063-49.5% | $4,628-66.5% | $2,078-25.5% |
| Participant deferral / active EE | $5,308 | $5,651-6.1% | $6,426-17.4% | $3,356+58.2% |
| Admin fee / account holder | $94 | $120-21.1% | $9,284-99.0% | $115-18.0% |