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 9-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,604 |
WINTRUST INVESTMENTS LLC1 year Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $8,940 |
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,244 | $46,292-80.0% | $143,757-93.6% | $64,808-85.7% |
| Participation rate | 86.0% | 64.2%+21.8pp | 80.3%+5.7pp | 71.5%+14.5pp |
| Annual return | -16.49% | -10.05%-6.4pp | -0.04%-16.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $93 | $1,910-95.1% | $4,951-98.1% | $2,506-96.3% |
| Participant deferral / active EE | $1,510 | $2,646-42.9% | $5,637-73.2% | $4,310-65.0% |
| Admin fee / account holder | $119 | $154-22.8% | $14,673-99.2% | $188-36.8% |