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 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $204,506 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $109,022 |
Annual investment return 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 | $65,982 | $76,774-14.1% | $112,228-41.2% | $77,904-15.3% |
| Participation rate | 95.4% | 80.2%+15.2pp | 75.1%+20.3pp | 73.7%+21.7pp |
| Annual return | -17.97% | -10.25%-7.7pp | 27.45%-45.4pp | 12.21%-30.2pp |
| Employer contribution / active EE | $5,502 | $3,977+38.4% | $3,635+51.4% | $2,848+93.2% |
| Participant deferral / active EE | $8,729 | $3,778+131.0% | $4,728+84.6% | $4,806+81.6% |
| Admin fee / account holder | $152 | $239-36.4% | $6,410-97.6% | $133+14.6% |