Filed July 21, 2025
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 INSURANCE SERVICES INC4 years Filed as: RW BAIRD Service code 27 10170 PENNY LANE · MIAMISBURG, OH 45342 | Advisory (Plan) | $30,427 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,322 | $101,499+11.6% | $147,005-22.9% | $74,546+52.0% |
| Participation rate | 95.7% | 75.5%+20.2pp | 82.2%+13.6pp | 67.2%+28.5pp |
| Annual return | 14.59% | 8732.34%-8717.8pp | 418.76%-404.2pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $4,703 | $3,811+23.4% | $4,934-4.7% | $2,624+79.2% |
| Participant deferral / active EE | $9,512 | $7,304+30.2% | $8,070+17.9% | $4,347+118.8% |
| Admin fee / account holder | $207 | $1,748-88.2% | $13,006-98.4% | $1,944-89.4% |