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 |
|---|---|---|
Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $30,941 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,021 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $108 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,532 | $46,297+63.1% | $71,671+5.4% | $62,292+21.3% |
| Participation rate | 89.6% | 60.6%+29.0pp | 68.7%+20.8pp | 69.5%+20.1pp |
| Annual return | 18.79% | 22.32%-3.5pp | 20.65%-1.9pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,686 | $1,412+19.4% | $2,460-31.5% | $2,042-17.4% |
| Participant deferral / active EE | $5,176 | $2,235+131.6% | $3,438+50.6% | $3,169+63.3% |
| Admin fee / account holder | $185 | $461-59.8% | $5,558-96.7% | $479-61.4% |