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 10-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 |
|---|---|---|
LAKE STREET FINANCIAL LLC5 years Service code 27 444 W LAKE STREET · CHICAGO, IL 60606 | Advisory (Plan) | $31,082 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,287 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,545 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,680 | $64,119-64.6% | $112,228-79.8% | $66,914-66.1% |
| Participation rate | 95.6% | 68.5%+27.1pp | 75.1%+20.6pp | 69.8%+25.8pp |
| Annual return | -14.58% | -13.81%-0.8pp | 27.45%-42.0pp | 1.58%-16.2pp |
| Employer contribution / active EE | $3,249 | $3,005+8.1% | $3,635-10.6% | $2,544+27.7% |
| Participant deferral / active EE | $4,499 | $3,693+21.8% | $4,728-4.8% | $4,237+6.2% |
| Admin fee / account holder | $133 | $625-78.7% | $6,410-97.9% | $593-77.6% |