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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $215,247 |
Service code 99 · EIN 37-1328217 8 EXECUTIVE WOODS COURT · SWANSEA, IL 62226 | Other Fees | $149,667 |
Service code 70 · EIN 32-0016703 2215 YORK ROAD SUITE 206 · OAK BROOK, IL 60523 | Consulting Fees | $40,000 |
HAMMOND AND SHINNERS, P.C.8+ years Filed as: HAMMOND & SHINNERS, P.C. Service code 29 · EIN 43-1429257 13205 MANCHESTER RD SUITE 210 · ST LOUIS, MO 63131 | Legal | $14,185 |
SCHEFFEL BOYLE8+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 | Accounting | $13,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,405 | $76,774-10.9% | $112,228-39.0% | $77,904-12.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -14.32% | -10.25%-4.1pp | 27.45%-41.8pp | 12.21%-26.5pp |
| Employer contribution / active EE | $4,339 | $3,977+9.1% | $3,635+19.4% | $2,848+52.4% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $131 | $239-45.2% | $6,410-98.0% | $133-1.2% |