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 CO OF Service code 64 AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,559 |
BAIRD FUNDS6 years Filed as: ROBERT W BAIRD & CO, INC. Service code 55 | Other Commissions | $23,828 |
Service code 99 6737 W WASHINGTON ST. · MILWAUKEE, WI 53214 | Other Fees | $6,641 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,308 |
BAIRD FUNDS6 years Filed as: ROBERT W BAIRD & CO, INCORPORATED Service code 55 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,308 | $26,549+187.4% | $61,373+24.3% | $66,914+14.0% |
| Participation rate | 57.0% | 38.1%+18.9pp | 52.6%+4.4pp | 69.8%-12.8pp |
| Annual return | -13.09% | -16.21%+3.1pp | 338.61%-351.7pp | 1.58%-14.7pp |
| Employer contribution / active EE | $648 | $651-0.6% | $1,159-44.1% | $2,544-74.5% |
| Participant deferral / active EE | $2,252 | $1,338+68.3% | $2,125+6.0% | $4,237-46.9% |
| Admin fee / account holder | $587 | $409+43.7% | $2,130-72.4% | $593-1.0% |