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 7-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 |
|---|---|---|
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $17,212 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $9,641 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $7,196 |
MILLER COOPER & CO LTD4 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $4,825 |
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 | $130,275 | $79,171+64.5% | $102,423+27.2% | $74,495+74.9% |
| Participation rate | 80.2% | 74.8%+5.4pp | 76.5%+3.7pp | 67.2%+13.0pp |
| Annual return | 11.98% | 54.93%-43.0pp | 29.32%-17.3pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,368 | $4,415-1.1% | $5,053-13.6% | $4,346+0.5% |
| Admin fee / account holder | $400 | $2,001-80.0% | $9,451-95.8% | $1,942-79.4% |