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 |
|---|---|---|
BAIRD FUNDS8 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $16,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,096 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,091 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,374 | $106,110-18.6% | $147,005-41.2% | $77,671+11.2% |
| Participation rate | 73.3% | 78.4%-5.1pp | 82.2%-8.8pp | 70.6%+2.8pp |
| Annual return | 18.04% | 56.77%-38.7pp | 418.76%-400.7pp | 31.21%-13.2pp |
| Employer contribution / active EE | $1,278 | $4,065-68.6% | $4,934-74.1% | $2,726-53.1% |
| Participant deferral / active EE | $10,716 | $7,992+34.1% | $8,070+32.8% | $4,648+130.6% |
| Admin fee / account holder | $95 | $338-71.9% | $13,006-99.3% | $430-78.0% |