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 |
|---|---|---|
WINTRUST INVESTMENTS LLC2 years Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $41,733 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,021 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,676 | $53,345-12.5% | $121,098-61.5% | $74,419-37.3% |
| Participation rate | 88.8% | 60.0%+28.8pp | 69.5%+19.3pp | 70.7%+18.0pp |
| Annual return | 25.97% | 35.15%-9.2pp | 985.75%-959.8pp | 34.38%-8.4pp |
| Employer contribution / active EE | $4,788 | $1,898+152.2% | $4,164+15.0% | $2,637+81.5% |
| Participant deferral / active EE | $8,428 | $3,221+161.7% | $4,080+106.6% | $4,528+86.1% |
| Admin fee / account holder | $222 | $382-41.8% | $5,644-96.1% | $348-36.0% |