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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,229 |
BAIRD FUNDS5 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 PO BOX 88499 · MILWAUKEE, WI 532888499 | Other Commissions | $39,010 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,842 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $3,554 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,468 | $91,762-36.3% | $67,502-13.4% | $77,643-24.7% |
| Participation rate | 92.5% | 75.9%+16.6pp | 72.9%+19.6pp | 70.6%+21.9pp |
| Annual return | 18.90% | 14.87%+4.0pp | 3512.12%-3493.2pp | 31.24%-12.3pp |
| Employer contribution / active EE | $2,070 | $3,181-34.9% | $2,731-24.2% | $2,726-24.1% |
| Participant deferral / active EE | $4,314 | $3,903+10.5% | $4,000+7.9% | $4,647-7.2% |
| Admin fee / account holder | $231 | $176+31.4% | $3,998-94.2% | $430-46.3% |