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 | $70,693 |
BAIRD FUNDS4 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 PO BOX 88499 · MILWAUKEE, WI 532888499 | Other Commissions | $33,208 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,620 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $3,801 |
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 | $47,753 | $83,884-43.1% | $64,056-25.5% | $74,419-35.8% |
| Participation rate | 91.4% | 76.6%+14.8pp | 72.3%+19.1pp | 70.7%+20.7pp |
| Annual return | 12.31% | 16.57%-4.3pp | 33.69%-21.4pp | 34.38%-22.1pp |
| Employer contribution / active EE | $1,967 | $3,084-36.2% | $2,747-28.4% | $2,637-25.4% |
| Participant deferral / active EE | $4,253 | $3,692+15.2% | $3,880+9.6% | $4,528-6.1% |
| Admin fee / account holder | $216 | $196+10.4% | $3,068-92.9% | $348-37.8% |