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 |
|---|---|---|
BAIRD FUNDS5 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $17,746 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,266 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,444 | $55,371+9.2% | $95,585-36.8% | $74,304-18.7% |
| Participation rate | 81.9% | 53.8%+28.1pp | 72.1%+9.9pp | 60.3%+21.6pp |
| Annual return | 12.57% | 24.26%-11.7pp | 38.56%-26.0pp | 29.43%-16.9pp |
| Employer contribution / active EE | $512 | $1,437-64.4% | $2,527-79.7% | $2,241-77.2% |
| Participant deferral / active EE | $2,442 | $2,955-17.4% | $4,023-39.3% | $3,767-35.2% |
| Admin fee / account holder | $167 | $2,620-93.6% | $6,127-97.3% | $2,969-94.4% |