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 15 · EIN 84-0467907 | Recordkeeping | $33,664 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $16,250 |
Service code 16 · EIN 34-1820650 | Consulting | $400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $447,290 | $50,199+791.0% | $70,092+538.1% | $66,914+568.5% |
| Participation rate | 86.6% | 66.3%+20.2pp | 70.5%+16.1pp | 69.8%+16.8pp |
| Annual return | -13.73% | -13.85%+0.1pp | 190.73%-204.5pp | 1.58%-15.3pp |
| Employer contribution / active EE | $16,149 | $1,864+766.3% | $2,559+531.1% | $2,544+534.7% |
| Participant deferral / active EE | $16,596 | $3,112+433.3% | $3,849+331.2% | $4,237+291.7% |
| Admin fee / account holder | $656 | $600+9.4% | $6,267-89.5% | $593+10.6% |