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 7-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $101,888 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $34,704 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 6300 S SYRACUSE WAY · CONTENNIAL, CA 80111 | Consulting | $32,726 |
ICEMILLER2 years Service code 27 200 W MADISON STREET · PLYMOUTH, IL 60606 | Advisory (Plan) | $18,933 |
SIKICH LLP4 years Service code 10 · EIN 36-3168081 | Accounting | $15,423 |
Service code 16 · EIN 34-1820650 | Consulting | $1,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,068 | $61,756+70.1% | $70,092+49.9% | $77,904+34.9% |
| Participation rate | 90.0% | 79.9%+10.1pp | 70.5%+19.5pp | 73.7%+16.3pp |
| Annual return | -15.99% | -11.86%-4.1pp | 190.73%-206.7pp | 12.21%-28.2pp |
| Employer contribution / active EE | $4,854 | $2,706+79.4% | $2,559+89.7% | $2,848+70.5% |
| Participant deferral / active EE | $5,225 | $3,977+31.4% | $3,849+35.8% | $4,806+8.7% |
| Admin fee / account holder | $30 | $101-70.2% | $6,267-99.5% | $133-77.2% |