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 INSURANCE SERVICES INC2 years Filed as: BAIRD INSURANCE SERVICES, INC. Service code 51 777 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $80,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,712 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS5 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
NORTHERN FUNDS5 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
PIMCO FUNDS5 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,292 | $66,528+330.3% | $86,874+229.5% | $86,799+229.8% |
| Participation rate | 97.9% | 72.4%+25.5pp | 71.6%+26.3pp | 72.3%+25.6pp |
| Annual return | 12.56% | 19.56%-7.0pp | 63.52%-51.0pp | 97.91%-85.3pp |
| Employer contribution / active EE | $9,219 | $2,007+359.3% | $2,495+269.4% | $2,405+283.3% |
| Participant deferral / active EE | $10,142 | $3,240+213.1% | $3,699+174.2% | $4,131+145.5% |
| Admin fee / account holder | $21 | $148-86.1% | $5,828-99.6% | $170-87.8% |