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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,386 |
BAIRD FUNDS2+ years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Other Commissions | $14,997 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $652 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,982 | $64,909-46.1% | $82,313-57.5% | $62,292-43.8% |
| Participation rate | 93.3% | 74.9%+18.4pp | 76.9%+16.4pp | 69.5%+23.8pp |
| Annual return | 39.43% | 21.18%+18.2pp | 25.88%+13.6pp | 28.90%+10.5pp |
| Employer contribution / active EE | $1,939 | $1,676+15.7% | $2,428-20.1% | $2,042-5.0% |
| Participant deferral / active EE | $3,415 | $3,103+10.0% | $3,706-7.9% | $3,169+7.8% |
| Admin fee / account holder | $131 | $440-70.3% | $5,608-97.7% | $479-72.7% |