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 10-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 |
|---|---|---|
WINTRUST INVESTMENTS LLC3 years Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $31,784 |
BAKER TILLY US, LLP5 years Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $17,865 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,222 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $13,639 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,731 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $150 |
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 | $74,900 | $88,083-15.0% | $164,813-54.6% | $74,495+0.5% |
| Participation rate | 96.5% | 73.0%+23.4pp | 78.6%+17.9pp | 67.2%+29.3pp |
| Annual return | 11.19% | 17.26%-6.1pp | 69.93%-58.7pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,612 | $2,593-37.8% | $4,341-62.9% | $2,623-38.5% |
| Participant deferral / active EE | $6,333 | $4,498+40.8% | $6,031+5.0% | $4,346+45.7% |
| Admin fee / account holder | $488 | $2,234-78.2% | $12,690-96.2% | $1,942-74.9% |