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 | $203,481 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 99 PO BOX 88499 · MILWAUKEE, WI 532888499 | Other Fees | $65,000 |
Service code 16 · EIN 34-1820650 | Consulting | $500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,362 | $69,823+214.2% | $77,163+184.3% | $74,419+194.8% |
| Participation rate | 81.2% | 70.0%+11.1pp | 69.6%+11.6pp | 70.7%+10.4pp |
| Annual return | 16.37% | 19.98%-3.6pp | 37.87%-21.5pp | 34.38%-18.0pp |
| Employer contribution / active EE | $7,816 | $2,150+263.5% | $2,535+208.3% | $2,637+196.4% |
| Participant deferral / active EE | $8,458 | $3,558+137.7% | $3,833+120.6% | $4,528+86.8% |
| Admin fee / account holder | $350 | $398-12.0% | $5,472-93.6% | $348+0.6% |