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 FUNDS8 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $23,933 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,131 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,498 | $84,556-32.0% | $116,228-50.5% | $74,304-22.6% |
| Participation rate | 81.8% | 66.0%+15.7pp | 74.6%+7.2pp | 60.3%+21.4pp |
| Annual return | 18.77% | 18.35%+0.4pp | 90.06%-71.3pp | 29.43%-10.7pp |
| Employer contribution / active EE | $878 | $2,168-59.5% | $2,994-70.7% | $2,241-60.8% |
| Participant deferral / active EE | $3,097 | $3,814-18.8% | $4,953-37.5% | $3,767-17.8% |
| Admin fee / account holder | $0 | $3,792-100.0% | $11,989-100.0% | $2,969-100.0% |