See peer percentile detail with Solo.
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.
See the 7-year trajectory with Solo.
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 |
|---|---|---|
AON CONSULTING6 years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $16,132 |
MILLER COOPER & CO LTD5 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $12,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $11,477 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $9,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,221 | $87,870+45.9% | $113,168+13.3% | $74,304+72.6% |
| Participation rate | 67.5% | 70.7%-3.3pp | 76.6%-9.1pp | 60.3%+7.1pp |
| Annual return | 14.64% | 26.44%-11.8pp | 24.27%-9.6pp | 29.43%-14.8pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,997 | $4,241-5.7% | $5,107-21.7% | $3,767+6.1% |
| Admin fee / account holder | $405 | $3,368-88.0% | $12,068-96.6% | $2,969-86.4% |