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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.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,372 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER- DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
BAIRD FUNDS5 years Filed as: ROBERT W. BAIRD AND CO. INC. Service code 49 4350 CONGRESS STREET SUITE 400 · CHARLOTTE, NC 28209 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,105 | $71,964-92.9% | $167,512-97.0% | $85,563-94.0% |
| Participation rate | 80.2% | 61.0%+19.3pp | 77.1%+3.2pp | 66.0%+14.3pp |
| Annual return | 17.47% | 18.83%-1.4pp | 1615.79%-1598.3pp | 31.51%-14.0pp |
| Employer contribution / active EE | $0 | $1,875-100.0% | $3,882-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,070 | $4,110-49.6% | $6,405-67.7% | $4,375-52.7% |
| Admin fee / account holder | $15 | $815-98.1% | $9,769-99.8% | $834-98.2% |