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) | $85,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,667 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,935 |
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 | $93,944 | $60,545+55.2% | $92,233+1.9% | $69,631+34.9% |
| Participation rate | 72.7% | 72.2%+0.5pp | 76.5%-3.8pp | 70.7%+2.0pp |
| Annual return | 25.05% | 19.71%+5.3pp | 176.28%-151.2pp | 27571.02%-27546.0pp |
| Employer contribution / active EE | $3,888 | $2,633+47.6% | $3,679+5.7% | $2,032+91.3% |
| Participant deferral / active EE | $5,982 | $2,828+111.6% | $3,897+53.5% | $3,224+85.6% |
| Admin fee / account holder | $239 | $145+65.2% | $5,194-95.4% | $110+116.6% |