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 FUNDS1 year Filed as: ROBERT W BAIRD & CO INC Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $76,222 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $975 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $263,386 | $91,407+188.1% | $135,903+93.8% | $71,457+268.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 19.10% | 29.90%-10.8pp | 68.23%-49.1pp | 28.85%-9.7pp |
| Employer contribution / active EE | $9,017 | $3,703+143.5% | $4,856+85.7% | $2,588+248.5% |
| Participant deferral / active EE | $8,196 | $7,092+15.6% | $7,758+5.6% | $4,289+91.1% |
| Admin fee / account holder | $407 | $1,266-67.8% | $10,762-96.2% | $1,587-74.4% |