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 | $62,985 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48,372 |
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 | $79,150 | $56,443+40.2% | $83,848-5.6% | $55,725+42.0% |
| Participation rate | 71.8% | 72.0%-0.2pp | 76.1%-4.3pp | 70.9%+1.0pp |
| Annual return | -1.93% | 393.67%-395.6pp | 850.88%-852.8pp | 244.93%-246.9pp |
| Employer contribution / active EE | $3,754 | $2,682+40.0% | $3,631+3.4% | $2,078+80.6% |
| Participant deferral / active EE | $6,302 | $2,965+112.6% | $4,082+54.4% | $3,356+87.8% |
| Admin fee / account holder | $228 | $156+45.8% | $5,478-95.8% | $115+97.8% |