Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $8,278 |
CHARLES SCHWAB & CO., INC.2 years Filed as: REA & ASSOCIATES INC. Service code 13 · EIN 34-1310124 PO BOX 1020 · NEW PHILADELPHIA, OH 44663 | Contract Administrator | $4,352 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,409 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,712 | $66,457-17.7% | $81,438-32.8% | $77,671-29.6% |
| Participation rate | 39.5% | 68.7%-29.3pp | 69.5%-30.0pp | 70.6%-31.1pp |
| Annual return | 14.32% | 15.93%-1.6pp | 24.74%-10.4pp | 31.21%-16.9pp |
| Employer contribution / active EE | $1,097 | $2,159-49.2% | $2,460-55.4% | $2,726-59.8% |
| Participant deferral / active EE | $1,973 | $3,679-46.4% | $3,883-49.2% | $4,648-57.6% |
| Admin fee / account holder | $277 | $583-52.4% | $5,764-95.2% | $430-35.6% |