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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,580 |
WINTRUST INVESTMENTS LLC3 years Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $38,507 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,560 | $58,778-0.4% | $129,207-54.7% | $77,643-24.6% |
| Participation rate | 96.2% | 59.2%+36.9pp | 69.6%+26.6pp | 70.6%+25.6pp |
| Annual return | 20.09% | 24.73%-4.6pp | 9417.33%-9397.2pp | 31.24%-11.2pp |
| Employer contribution / active EE | $4,879 | $1,952+149.9% | $4,153+17.5% | $2,726+79.0% |
| Participant deferral / active EE | $8,639 | $3,212+168.9% | $4,168+107.3% | $4,647+85.9% |
| Admin fee / account holder | $239 | $589-59.5% | $7,715-96.9% | $430-44.5% |