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 LLC4 years Service code 27 123 N WACKER DR STE 2300 · CHICAGO, IL 60606 | Advisory (Plan) | $45,620 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,370 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $93,078 | $88,083+5.7% | $164,813-43.5% | $74,495+24.9% |
| Participation rate | 97.5% | 73.0%+24.5pp | 78.6%+18.9pp | 67.2%+30.3pp |
| Annual return | 7.57% | 17.26%-9.7pp | 69.93%-62.4pp | 1364.94%-1357.4pp |
| Employer contribution / active EE | $6,034 | $2,593+132.7% | $4,341+39.0% | $2,623+130.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $329 | $2,234-85.3% | $12,690-97.4% | $1,942-83.0% |