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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,435 |
BAIRD FUNDS11+ years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $75,412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,232 | $119,446+93.6% | $150,045+54.1% | $85,563+170.2% |
| Participation rate | 88.9% | 75.4%+13.4pp | 82.3%+6.5pp | 66.0%+22.9pp |
| Annual return | 17.46% | 23.72%-6.3pp | 62.55%-45.1pp | 31.51%-14.1pp |
| Employer contribution / active EE | $4,215 | $4,078+3.4% | $4,693-10.2% | $2,654+58.8% |
| Participant deferral / active EE | $10,129 | $7,985+26.9% | $7,997+26.7% | $4,375+131.5% |
| Admin fee / account holder | $210 | $548-61.6% | $13,435-98.4% | $834-74.8% |