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) | $225,536 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $129,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,143 | $88,480-19.6% | $96,683-26.4% | $80,160-11.2% |
| Participation rate | 96.7% | 79.9%+16.8pp | 74.3%+22.4pp | 72.9%+23.8pp |
| Annual return | 25.86% | 22.53%+3.3pp | 35.69%-9.8pp | 40.38%-14.5pp |
| Employer contribution / active EE | $6,113 | $4,176+46.4% | $3,737+63.6% | $2,978+105.3% |
| Participant deferral / active EE | $9,463 | $3,959+139.0% | $4,878+94.0% | $5,017+88.6% |
| Admin fee / account holder | $134 | $212-36.5% | $6,730-98.0% | $145-7.3% |