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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,061 |
WINTRUST INVESTMENTS LLC1 year Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $27,998 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,280 | $45,602-18.2% | $117,472-68.3% | $66,914-44.3% |
| Participation rate | 92.8% | 57.6%+35.2pp | 70.6%+22.2pp | 69.8%+23.0pp |
| Annual return | -11.52% | -16.74%+5.2pp | 29.74%-41.3pp | 1.58%-13.1pp |
| Employer contribution / active EE | $3,999 | $1,579+153.3% | $4,176-4.2% | $2,544+57.2% |
| Participant deferral / active EE | $7,486 | $2,845+163.1% | $4,070+83.9% | $4,237+76.7% |
| Admin fee / account holder | $195 | $661-70.4% | $5,645-96.5% | $593-67.1% |