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 | $93,366 |
BAIRD FUNDS6 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 PO BOX 88499 · MILWAUKEE, WI 532888499 | Other Commissions | $46,356 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,480 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $4,338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,992 | $96,018-35.4% | $65,493-5.3% | $85,563-27.5% |
| Participation rate | 94.5% | 74.8%+19.7pp | 73.1%+21.4pp | 66.0%+28.5pp |
| Annual return | 12.56% | 14.51%-2.0pp | 982.45%-969.9pp | 31.51%-19.0pp |
| Employer contribution / active EE | $2,186 | $3,235-32.4% | $2,574-15.1% | $2,654-17.6% |
| Participant deferral / active EE | $4,607 | $4,055+13.6% | $3,961+16.3% | $4,375+5.3% |
| Admin fee / account holder | $261 | $271-3.7% | $5,028-94.8% | $834-68.8% |