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 |
|---|---|---|
WINTRUST INVESTMENTS LLC1 year Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $25,960 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,271 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,557 |
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 | $74,036 | $65,435+13.1% | $86,677-14.6% | $66,914+10.6% |
| Participation rate | 97.1% | 75.5%+21.7pp | 76.6%+20.5pp | 69.8%+27.3pp |
| Annual return | -15.64% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $3,856 | $2,153+79.1% | $2,836+35.9% | $2,544+51.6% |
| Participant deferral / active EE | $5,136 | $4,100+25.2% | $4,656+10.3% | $4,237+21.2% |
| Admin fee / account holder | $439 | $642-31.6% | $7,493-94.1% | $593-26.0% |