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 | $7,704 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $3,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,856 | $50,199+94.9% | $70,092+39.6% | $66,914+46.2% |
| Participation rate | 98.5% | 66.3%+32.2pp | 70.5%+28.0pp | 69.8%+28.7pp |
| Annual return | -16.89% | -13.85%-3.0pp | 190.73%-207.6pp | 1.58%-18.5pp |
| Employer contribution / active EE | $4,020 | $1,864+115.6% | $2,559+57.1% | $2,544+58.0% |
| Participant deferral / active EE | $3,966 | $3,112+27.4% | $3,849+3.0% | $4,237-6.4% |
| Admin fee / account holder | $184 | $600-69.4% | $6,267-97.1% | $593-69.0% |