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 9-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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $97,102 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD CO INCORPORATED Service code 15 · EIN 39-6037917 | Recordkeeping | $71,577 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $63,313 | $106,028-40.3% | $146,958-56.9% | $77,643-18.5% |
| Participation rate | 95.0% | 78.4%+16.6pp | 82.2%+12.9pp | 70.6%+24.4pp |
| Annual return | 20.27% | 56.73%-36.5pp | 418.34%-398.1pp | 31.24%-11.0pp |
| Employer contribution / active EE | $3,464 | $4,063-14.7% | $4,933-29.8% | $2,726+27.1% |
| Participant deferral / active EE | $10,068 | $7,990+26.0% | $8,070+24.8% | $4,647+116.6% |
| Admin fee / account holder | $185 | $337-45.1% | $12,998-98.6% | $430-57.0% |