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 | $152,048 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $59,583 |
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 | $229,906 | $66,457+245.9% | $81,382+182.5% | $77,643+196.1% |
| Participation rate | 96.2% | 68.7%+27.5pp | 69.5%+26.7pp | 70.6%+25.6pp |
| Annual return | 14.15% | 15.93%-1.8pp | 24.73%-10.6pp | 31.24%-17.1pp |
| Employer contribution / active EE | $10,373 | $2,159+380.4% | $2,463+321.2% | $2,726+280.5% |
| Participant deferral / active EE | $10,513 | $3,679+185.8% | $3,883+170.8% | $4,647+126.2% |
| Admin fee / account holder | $303 | $583-48.1% | $5,768-94.8% | $430-29.7% |