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 |
|---|---|---|
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Advisory (Plan) | $20,599 |
FGMK, LLC2 years Filed as: FGMK LLC Service code 10 · EIN 36-2929601 | Accounting | $8,489 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,156 | $70,908-23.6% | $98,907-45.2% | $73,488-26.3% |
| Participation rate | 66.7% | 73.8%-7.1pp | 76.0%-9.4pp | 70.7%-4.0pp |
| Annual return | 12.25% | 34.17%-21.9pp | 196.43%-184.2pp | 28.51%-16.3pp |
| Employer contribution / active EE | $674 | $2,036-66.9% | $2,689-74.9% | $2,270-70.3% |
| Participant deferral / active EE | $2,948 | $3,500-15.8% | $4,244-30.5% | $3,740-21.2% |
| Admin fee / account holder | $51 | $535-90.5% | $6,642-99.2% | $513-90.1% |