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 & CO INC Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $77,809 |
Filed as: DUNBAR BENDER & ZAPF INC Service code 13 400 HOLIDAY DR · PITTSBURGH, PA 15220 | Contract Administrator | $10,674 |
H2R CPA1 year Service code 99 875 GREENTREE RD · PITTSBURGH, PA 15220 | Other Fees | $10,000 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,105 |
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 | $310,336 | $101,317+206.3% | $146,958+111.2% | $74,495+316.6% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.0pp |
| Annual return | 14.26% | 8730.91%-8716.6pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $10,169 | $3,810+166.9% | $4,933+106.1% | $2,623+287.7% |
| Participant deferral / active EE | $9,062 | $7,303+24.1% | $8,070+12.3% | $4,346+108.5% |
| Admin fee / account holder | $549 | $1,739-68.4% | $12,998-95.8% | $1,942-71.7% |