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 FUNDS7 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $20,393 |
CRAY KAISER LTD4 years Service code 10 1901 S MEYERS RD STE 230 · OAKBROOK TERRACE, IL 60181 | Accounting | $10,250 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,762 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,920 | $78,485-31.3% | $106,213-49.2% | $74,495-27.6% |
| Participation rate | 77.5% | 72.8%+4.7pp | 75.3%+2.2pp | 67.2%+10.3pp |
| Annual return | 13.13% | 15.95%-2.8pp | 116.14%-103.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $721 | $2,523-71.4% | $3,171-77.3% | $2,623-72.5% |
| Participant deferral / active EE | $2,983 | $4,322-31.0% | $5,016-40.5% | $4,346-31.3% |
| Admin fee / account holder | $0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |