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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,759 |
Filed as: MESIROW FINANCIAL INC Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $40,737 |
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $7,855 |
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 | $51,034 | $82,202-37.9% | $125,339-59.3% | $64,808-21.3% |
| Participation rate | 68.9% | 77.9%-9.0pp | 82.4%-13.5pp | 71.5%-2.5pp |
| Annual return | -7.45% | 3.48%-10.9pp | 572.05%-579.5pp | 32.82%-40.3pp |
| Employer contribution / active EE | $1,970 | $3,615-45.5% | $4,814-59.1% | $2,506-21.4% |
| Participant deferral / active EE | $6,272 | $7,175-12.6% | $7,446-15.8% | $4,310+45.5% |
| Admin fee / account holder | $260 | $163+59.6% | $10,010-97.4% | $188+38.7% |