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 27 475 RIVER BEND ROAD · NAPERVILLE, IL 60540 | Advisory (Plan) | $115,893 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,279 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,791 |
Service code 27 6011 W. COURTYARD DR., STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $26,342 |
Service code 13 119 E PALATINE RD, SUITE 104 · PALATINE, IL 60067 | Contract Administrator | $16,384 |
DUFEK & COMPANY LLC6 years Filed as: DUFEK & COMPANY, LLC Service code 10 332 S MICHIGAN AVENUE, SUITE 900 · CHICAGO, IL 60604 | Accounting | $4,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,206 | $106,028+4.9% | $146,958-24.3% | $77,643+43.2% |
| Participation rate | 66.8% | 78.4%-11.5pp | 82.2%-15.3pp | 70.6%-3.7pp |
| Annual return | 12.01% | 56.73%-44.7pp | 418.34%-406.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $3,293 | $4,063-18.9% | $4,933-33.2% | $2,726+20.8% |
| Participant deferral / active EE | $11,699 | $7,990+46.4% | $8,070+45.0% | $4,647+151.7% |
| Admin fee / account holder | $451 | $337+33.6% | $12,998-96.5% | $430+4.7% |