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 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $21,283 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,915 |
Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,066 |
CHARLES SCHWAB & CO., INC.4 years Filed as: REA & ASSOCIATES Service code 13 · EIN 34-1310124 PO BOX 1020 · NEW PHILADELPHIA, OH 44663 | Contract Administrator | $2,925 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,867 |
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 | $38,663 | $48,750-20.7% | $88,946-56.5% | $74,304-48.0% |
| Participation rate | 89.5% | 44.5%+45.0pp | 68.8%+20.7pp | 60.3%+29.2pp |
| Annual return | 5.16% | 25.91%-20.7pp | 57.82%-52.7pp | 29.43%-24.3pp |
| Employer contribution / active EE | $4,750 | $1,255+278.5% | $2,555+85.9% | $2,241+111.9% |
| Participant deferral / active EE | $3,299 | $2,423+36.2% | $4,581-28.0% | $3,767-12.4% |
| Admin fee / account holder | $228 | $3,756-93.9% | $8,261-97.2% | $2,969-92.3% |