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 |
|---|---|---|
LAKE STREET FINANCIAL LLC6 years Service code 27 444 W LAKE STREET · CHICAGO, IL 60606 | Advisory (Plan) | $33,842 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,562 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,799 |
Filed as: ALLIANCE PENSION CONSULTANTS LLC Service code 13 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Contract Administrator | $540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,459 | $76,670-66.8% | $96,683-73.7% | $71,457-64.4% |
| Participation rate | 95.2% | 66.6%+28.6pp | 74.3%+20.8pp | 67.9%+27.3pp |
| Annual return | 18.46% | 48.29%-29.8pp | 35.69%-17.2pp | 28.85%-10.4pp |
| Employer contribution / active EE | $3,595 | $3,031+18.6% | $3,737-3.8% | $2,588+38.9% |
| Participant deferral / active EE | $5,147 | $3,771+36.5% | $4,878+5.5% | $4,289+20.0% |
| Admin fee / account holder | $147 | $2,028-92.8% | $6,730-97.8% | $1,587-90.8% |