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 7-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $110,667 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE WI, WI 532888499 | Advisory (Plan) | $108,193 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,455 | $54,193+66.9% | $93,654-3.4% | $77,671+16.5% |
| Participation rate | 94.6% | 63.9%+30.7pp | 68.7%+25.9pp | 70.6%+24.0pp |
| Annual return | 13.44% | 30.54%-17.1pp | 133.34%-119.9pp | 31.21%-17.8pp |
| Employer contribution / active EE | $1,730 | $1,168+48.1% | $2,421-28.5% | $2,726-36.5% |
| Participant deferral / active EE | $5,552 | $3,144+76.6% | $4,413+25.8% | $4,648+19.5% |
| Admin fee / account holder | $231 | $576-59.9% | $8,282-97.2% | $430-46.4% |