Filed August 30, 2023 (most recent of 3 filings on file)
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 FUNDS9+ years Filed as: ROBERT W BAIRD & COMPANY, INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $61,724 |
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $21,857 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 03-9606443 | Accounting | $14,788 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,478 | $92,971+37.1% | $96,683+31.9% | $74,419+71.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 17.50% | 37.49%-20.0pp | 35.69%-18.2pp | 34.38%-16.9pp |
| Employer contribution / active EE | $4,742 | $3,426+38.4% | $3,737+26.9% | $2,637+79.8% |
| Participant deferral / active EE | $8,428 | $3,970+112.3% | $4,878+72.8% | $4,528+86.1% |
| Admin fee / account holder | $168 | $633-73.4% | $6,730-97.5% | $348-51.6% |