See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for 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 |
|---|---|---|
IHT WEALTH MANAGEMENT LLC3 years Service code 27 123 N WACKER DR STE 2300 · CHICAGO, IL 60606 | Advisory (Plan) | $39,225 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,137 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,157 | $82,978+0.2% | $129,995-36.0% | $71,457+16.4% |
| Participation rate | 94.6% | 74.1%+20.5pp | 78.5%+16.1pp | 67.9%+26.7pp |
| Annual return | 8.38% | 20.60%-12.2pp | -137.18%+145.6pp | 28.85%-20.5pp |
| Employer contribution / active EE | $5,508 | $2,622+110.1% | $4,320+27.5% | $2,588+112.9% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $285 | $1,729-83.5% | $10,614-97.3% | $1,587-82.1% |