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 | $859,107 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1533224 | Advisory (Participants) | $433,530 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $330,885 |
MERCER5+ years Filed as: MERCER INVESTMENTS LLC Service code 24 · EIN 30-0282430 | Discretionary Trustee | $210,665 |
Filed as: WINSLOW CAPTIAL MANAGMENT, LLC Service code 28 · EIN 41-1719690 | Investment Management | $123,784 |
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH SHAW Service code 29 233 SOUTH WACHER DRIVE · CHICAGO, IL 60606 | Legal | $51,436 |
Participant 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.
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 | $72,597 | $152,281-52.3% | $106,213-31.6% | $99,062-26.7% |
| Participation rate | 89.3% | 92.2%-2.9pp | 75.3%+14.0pp | 71.6%+17.7pp |
| Annual return | 16.05% | 15.00%+1.1pp | 116.14%-100.1pp | 17.66%-1.6pp |
| Employer contribution / active EE | $8,253 | $5,348+54.3% | $3,171+160.2% | $3,262+153.0% |
| Participant deferral / active EE | $4,060 | $8,206-50.5% | $5,016-19.1% | $5,331-23.9% |
| Admin fee / account holder | $83 | $77+7.1% | $11,033-99.2% | $109-23.9% |