Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $135,055 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,538 |
BAIRD FUNDS8 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $17,500 |
MOSS ADAMS LLP4 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $9,765 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,696 | $92,090-66.7% | $106,201-71.1% | $77,671-60.5% |
| Participation rate | 94.4% | 81.0%+13.4pp | 75.3%+19.1pp | 70.6%+23.8pp |
| Annual return | 9.00% | 17.89%-8.9pp | 116.26%-107.3pp | 31.21%-22.2pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $3,170-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,135 | $5,386-41.8% | $5,012-37.5% | $4,648-32.6% |
| Admin fee / account holder | $127 | $219-42.1% | $11,039-98.9% | $430-70.6% |