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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $911,311 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $447,117 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $312,265 |
Filed as: WINSLOW CAPTIAL MANAGEMNET, LLC Service code 28 · EIN 41-1719690 | Investment Management | $206,082 |
MERCER4+ years Filed as: MERCER INVESTMENTS LLC Service code 24 · EIN 30-0282430 | Discretionary Trustee | $72,500 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW Service code 29 233 SOUTH WACHER DRIVE · CHICAGO, IL 606066448 | Legal | $17,905 |
Service code 16 · EIN 34-1820650 | Consulting | $2,700 |
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.
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 | $69,212 | $136,310-49.2% | $98,439-29.7% | $103,482-33.1% |
| Participation rate | 76.2% | 89.2%-13.0pp | 75.2%+1.0pp | 73.3%+2.9pp |
| Annual return | 21.85% | 19.67%+2.2pp | 21.16%+0.7pp | 33.11%-11.3pp |
| Employer contribution / active EE | $1,042 | $4,714-77.9% | $3,048-65.8% | $3,208-67.5% |
| Participant deferral / active EE | $3,469 | $7,358-52.9% | $4,738-26.8% | $5,207-33.4% |
| Admin fee / account holder | $101 | $76+32.5% | $8,948-98.9% | $114-11.7% |