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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 19 · EIN 06-1050034 | Securities Custodian | $120,058 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 230 W. MONROE ST. SUITE 310 · CHICAGO, IL 60606 | Accounting | $16,800 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 70 · EIN 36-3485298 180 NORTH LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $14,040 |
HUNT INSURANCE AGENCY, INC.7 years Filed as: HUNT INSURANCE AGENCY, INC Service code 53 · EIN 36-2730032 12000 HARLEM DR · PALOS HEIGHTS, IL 60463 | Insurance Commissions | $7,595 |
ARNOLD & KADJAN10+ years Service code 29 · EIN 36-2498571 35 EAST WACKER DRIVE, SUITE 600 · CHICAGO, IL 60601 | Legal | $6,313 |
Participant contribution per participant 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 | $206,943 | $103,641+99.7% | $107,525+92.5% | $102,872+101.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 9.18% | 13.08%-3.9pp | 181.32%-172.1pp | 19.06%-9.9pp |
| Employer contribution / active EE | $9,553 | $5,096+87.5% | $3,754+154.5% | $3,526+170.9% |
| Participant deferral / active EE | $308 | $3,789-91.9% | $5,116-94.0% | $5,535-94.4% |
| Admin fee / account holder | $125 | $276-54.7% | $8,919-98.6% | $292-57.2% |