See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $202,580 |
BAIRD FUNDS4 years Filed as: ROBERT W. BAIRD & CO. INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $143,882 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $18,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,483 | $113,293-77.5% | $67,502-62.2% | $199,593-87.2% |
| Participation rate | 97.2% | 73.3%+23.8pp | 72.9%+24.3pp | 72.0%+25.2pp |
| Annual return | 13.41% | 15.88%-2.5pp | 3512.12%-3498.7pp | 34.25%-20.8pp |
| Employer contribution / active EE | $2,095 | $3,401-38.4% | $2,731-23.3% | $3,034-30.9% |
| Participant deferral / active EE | $2,319 | $4,159-44.2% | $4,000-42.0% | $5,087-54.4% |
| Admin fee / account holder | $140 | $103+36.2% | $3,998-96.5% | $269-48.1% |