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 5-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 15 · EIN 84-0467907 | Recordkeeping | $978,878 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $505,147 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $308,828 |
Filed as: WINSLOW CAPTIAL MANAGEMENT , LLC Service code 28 · EIN 41-1719690 | Investment Management | $206,082 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 233 SOUTH WACHER DRIVE · CHICAGO, IL 606066448 | Legal | $79,108 |
MERCER3+ years Filed as: MERCER INVESTMENTS LLC Service code 24 · EIN 30-0282430 | Discretionary Trustee | $72,500 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $2,100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,412 | $185,545-69.1% | $90,749-36.7% | $89,394-35.8% |
| Participation rate | 86.4% | 85.0%+1.4pp | 75.7%+10.7pp | 71.3%+15.1pp |
| Annual return | -14.74% | -13.56%-1.2pp | -12.16%-2.6pp | -11.89%-2.8pp |
| Employer contribution / active EE | $680 | $7,210-90.6% | $2,921-76.7% | $3,022-77.5% |
| Participant deferral / active EE | $3,287 | $9,550-65.6% | $4,564-28.0% | $5,123-35.8% |
| Admin fee / account holder | $98 | $100-2.4% | $8,445-98.8% | $79+23.1% |