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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,710 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 PO BOX 88499 · MILWAUKEE, WI 532888499 | Other Commissions | $67,830 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,257 |
Filed as: TRINITY PENSION CONSULTANTS INC. Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVENUE · AKRON, OH 44321 | Contract Administrator | $2,813 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,544 | $55,415+115.7% | $155,509-23.1% | $74,495+60.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.01% | 268.50%-257.5pp | 64.67%-53.7pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $6,045 | $2,267+166.7% | $4,672+29.4% | $2,623+130.5% |
| Participant deferral / active EE | $5,970 | $2,836+110.5% | $5,626+6.1% | $4,346+37.4% |
| Admin fee / account holder | $424 | $1,738-75.6% | $15,912-97.3% | $1,942-78.1% |