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 | $37,702 |
BAIRD FUNDS3 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 | $118,249 | $62,127+90.3% | $81,382+45.3% | $74,495+58.7% |
| Participation rate | 96.0% | 64.0%+32.0pp | 69.5%+26.5pp | 67.2%+28.8pp |
| Annual return | 13.97% | 16.48%-2.5pp | 24.73%-10.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $6,827 | $1,882+262.7% | $2,463+177.2% | $2,623+160.3% |
| Participant deferral / active EE | $4,435 | $3,229+37.3% | $3,883+14.2% | $4,346+2.1% |
| Admin fee / account holder | $199 | $1,934-89.7% | $5,768-96.6% | $1,942-89.8% |