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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $242,258 |
AON CONSULTING6+ years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $234,521 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $77,480 |
MILLER COOPER & CO LTD5 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $17,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,754 | $123,077-17.3% | $116,228-12.5% | $102,872-1.1% |
| Participation rate | 48.3% | 87.0%-38.7pp | 74.6%-26.3pp | 73.0%-24.8pp |
| Annual return | 11.34% | 15.84%-4.5pp | 90.06%-78.7pp | 19.06%-7.7pp |
| Employer contribution / active EE | $1,804 | $4,380-58.8% | $2,994-39.7% | $3,526-48.8% |
| Participant deferral / active EE | $3,303 | $6,746-51.0% | $4,953-33.3% | $5,535-40.3% |
| Admin fee / account holder | $341 | $115+195.5% | $11,989-97.2% | $292+16.7% |