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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,025 |
WINTRUST INVESTMENTS LLC1 year Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $36,763 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,791 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,108 | $34,677-73.7% | $77,024-88.2% | $64,808-85.9% |
| Participation rate | 88.8% | 49.8%+38.9pp | 67.9%+20.9pp | 71.5%+17.3pp |
| Annual return | -13.09% | -5.33%-7.8pp | 42.32%-55.4pp | 32.82%-45.9pp |
| Employer contribution / active EE | $266 | $1,370-80.6% | $2,812-90.5% | $2,506-89.4% |
| Participant deferral / active EE | $2,439 | $2,556-4.6% | $4,426-44.9% | $4,310-43.4% |
| Admin fee / account holder | $136 | $179-23.8% | $5,425-97.5% | $188-27.5% |