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 | $48,308 |
IRONSHORE FINANCIAL, LLC4 years Service code 27 · EIN 82-5023101 | Advisory (Plan) | $17,500 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD Service code 16 · EIN 39-6037917 | Consulting | $1,992 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,412 | $82,202-48.4% | $125,339-66.2% | $64,808-34.6% |
| Participation rate | 97.8% | 77.9%+19.9pp | 82.4%+15.4pp | 71.5%+26.3pp |
| Annual return | -14.34% | 3.48%-17.8pp | 572.05%-586.4pp | 32.82%-47.2pp |
| Employer contribution / active EE | $3,982 | $3,615+10.1% | $4,814-17.3% | $2,506+58.9% |
| Participant deferral / active EE | $7,196 | $7,175+0.3% | $7,446-3.4% | $4,310+66.9% |
| Admin fee / account holder | $116 | $163-28.9% | $10,010-98.8% | $188-38.2% |