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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $37,165 |
IRONSHORE FINANCIAL, LLC2 years Service code 27 · EIN 82-5023101 | Advisory (Plan) | $17,500 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD Service code 16 · EIN 39-6037917 | Consulting | $3,525 |
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 | $52,246 | $100,801-48.2% | $149,696-65.1% | $73,409-28.8% |
| Participation rate | 96.8% | 77.7%+19.1pp | 82.5%+14.3pp | 72.2%+24.6pp |
| Annual return | 22.37% | 265.34%-243.0pp | 276.60%-254.2pp | 59.29%-36.9pp |
| Employer contribution / active EE | $3,631 | $3,312+9.6% | $4,644-21.8% | $2,234+62.5% |
| Participant deferral / active EE | $6,441 | $6,404+0.6% | $6,842-5.9% | $3,805+69.3% |
| Admin fee / account holder | $157 | $181-13.1% | $9,309-98.3% | $158-0.5% |