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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,215 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
BAIRD FUNDS4 years Filed as: ROBERT W BAIRD CO AKA BAIRD Service code 49 1639 MEDICAL CENTER PARKWAY · MURFREESBORO, TN 37129 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,669 | $29,548+118.9% | $56,411+14.6% | $77,643-16.7% |
| Participation rate | 26.6% | 32.7%-6.1pp | 52.5%-25.9pp | 70.6%-44.0pp |
| Annual return | 16.39% | 19.01%-2.6pp | 1701.33%-1684.9pp | 31.24%-14.9pp |
| Employer contribution / active EE | $1,027 | $568+81.0% | $1,039-1.1% | $2,726-62.3% |
| Participant deferral / active EE | $2,191 | $1,061+106.5% | $1,952+12.2% | $4,647-52.9% |
| Admin fee / account holder | $41 | $1,046-96.1% | $2,829-98.6% | $430-90.6% |