Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,232 | $110,483+109.3% | $145,433+59.0% | $79,634+190.4% |
| Participation rate | 88.9% | 71.1%+17.8pp | 82.1%+6.7pp | 62.5%+26.4pp |
| Annual return | 17.46% | 24.62%-7.2pp | 66.58%-49.1pp | 36.46%-19.0pp |
| Employer contribution / active EE | $4,215 | $4,053+4.0% | $4,554-7.5% | $2,529+66.7% |
| Participant deferral / active EE | $10,129 | $7,216+40.4% | $7,897+28.3% | $3,835+164.2% |
| Admin fee / account holder | $210 | $680-69.1% | $13,129-98.4% | $1,002-79.0% |