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 FUNDS2+ years Filed as: ROBERT W. BAIRD & COMPANY INC Service code 16 | Consulting | $11,696 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $11,405 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
BAIRD FUNDS2+ years Filed as: ROBERT W BAIRD & COMPANY Service code 16 777 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,242 | $46,173-36.7% | $170,442-82.8% | $69,631-58.0% |
| Participation rate | 27.8% | 63.9%-36.1pp | 83.6%-55.8pp | 70.7%-42.9pp |
| Annual return | 10.90% | 21.62%-10.7pp | 205.93%-195.0pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $145 | $1,610-91.0% | $5,433-97.3% | $2,032-92.9% |
| Participant deferral / active EE | $380 | $2,080-81.7% | $4,939-92.3% | $3,224-88.2% |
| Admin fee / account holder | $95 | $116-18.0% | $13,880-99.3% | $110-13.9% |