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 INSURANCE SERVICES INC8+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $63,463 |
BMO HARRIS BANK NA8+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $16,516 |
See 1 actuary disclosure. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $75,030-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 5.6%-5.6pp |
| Annual return | -16.78% | -5.85%-10.9pp | -2.63%-14.1pp | 39.77%-56.6pp |
| Employer contribution / active EE | $0 | $11,714-100.0% | $29,884-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $18-100.0% | $8-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $838-100.0% | $62-100.0% |