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 FUNDS2+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 26 · EIN 39-6037917 | Advisory (Participants) | $29,331 |
Filed as: JOHN HANCOCK LIFE INS. CO. U.S.A Service code 15 · EIN 01-0233346 | Recordkeeping | $613 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,884 | $99,016+17.0% | $93,789+23.6% | $66,914+73.2% |
| Participation rate | 75.4% | 82.1%-6.7pp | 81.0%-5.5pp | 69.8%+5.6pp |
| Annual return | -15.69% | -14.59%-1.1pp | -11.33%-4.4pp | 1.58%-17.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,323-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,480 | $6,689-33.0% | $6,094-26.5% | $4,237+5.7% |
| Admin fee / account holder | $472 | $477-1.1% | $7,195-93.4% | $593-20.4% |