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 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $48,045 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $6,974 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Shareholder servicing fees; Securitie... | $275 |
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 | $205,679 | $122,693+67.6% | $184,203+11.7% | $199,593+3.0% |
| Participation rate | 90.6% | 86.8%+3.8pp | 86.8%+3.8pp | 72.0%+18.6pp |
| Annual return | 19.25% | 143.91%-124.7pp | 28.81%-9.6pp | 34.25%-15.0pp |
| Employer contribution / active EE | $6,177 | $4,584+34.7% | $6,427-3.9% | $3,034+103.6% |
| Participant deferral / active EE | $19,487 | $7,990+143.9% | $9,131+113.4% | $5,087+283.1% |
| Admin fee / account holder | $37 | $121-69.7% | $13,901-99.7% | $269-86.4% |