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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,232 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $24,451 |
PENSION PLAN SERVICES2 years Filed as: PENSION PLAN SERVICES, INC. - MI Service code 15 · EIN 38-2154774 | Recordkeeping | $9,152 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,100 | $88,982-19.0% | $102,438-29.6% | $77,671-7.2% |
| Participation rate | 42.7% | 80.9%-38.2pp | 76.5%-33.8pp | 70.6%-27.9pp |
| Annual return | 19.20% | 25.01%-5.8pp | 29.37%-10.2pp | 31.21%-12.0pp |
| Employer contribution / active EE | $1,021 | $2,698-62.2% | $3,024-66.2% | $2,726-62.6% |
| Participant deferral / active EE | $1,953 | $5,144-62.0% | $5,054-61.4% | $4,648-58.0% |
| Admin fee / account holder | $524 | $236+122.3% | $9,448-94.5% | $430+21.7% |