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 | $31,915 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,189 | $56,423+84.7% | $77,163+35.0% | $71,457+45.8% |
| Participation rate | 97.2% | 64.3%+32.9pp | 69.6%+27.7pp | 67.9%+29.3pp |
| Annual return | 15.11% | 19.05%-3.9pp | 37.87%-22.8pp | 28.85%-13.7pp |
| Employer contribution / active EE | $5,118 | $1,866+174.3% | $2,535+101.9% | $2,588+97.8% |
| Participant deferral / active EE | $3,971 | $3,142+26.4% | $3,833+3.6% | $4,289-7.4% |
| Admin fee / account holder | $180 | $1,429-87.4% | $5,472-96.7% | $1,587-88.6% |