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 5-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 FUNDS1+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 26 · EIN 39-6037917 | Advisory (Participants) | $20,618 |
Filed as: JOHN HANCOCK LIFE INS. CO. U.S.A Service code 15 · EIN 01-0233346 | Recordkeeping | $413 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,727 | $133,040+12.5% | $119,258+25.5% | $79,386+88.6% |
| Participation rate | 78.5% | 80.9%-2.4pp | 82.7%-4.2pp | 70.7%+7.8pp |
| Annual return | 0.00% | 20.05%-20.0pp | 30.69%-30.7pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $4,390-100.0% | $4,384-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,549 | $6,448-45.0% | $6,111-41.9% | $4,046-12.3% |
| Admin fee / account holder | $320 | $686-53.4% | $7,226-95.6% | $626-49.0% |