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 FUNDS6 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $17,109 |
CRAY KAISER LTD3 years Service code 10 1901 S MEYERS RD STE 230 · OAKBROOK TERRACE, IL 60181 | Accounting | $9,750 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,663 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,561 | $71,516-22.3% | $98,439-43.6% | $71,457-22.2% |
| Participation rate | 68.8% | 72.7%-3.9pp | 75.2%-6.4pp | 67.9%+0.8pp |
| Annual return | 16.97% | 32.41%-15.4pp | 21.16%-4.2pp | 28.85%-11.9pp |
| Employer contribution / active EE | $738 | $2,399-69.2% | $3,048-75.8% | $2,588-71.5% |
| Participant deferral / active EE | $2,852 | $4,109-30.6% | $4,738-39.8% | $4,289-33.5% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,948-100.0% | $1,587-100.0% |