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 FUNDS3 years Filed as: ROBERT W. BAIRD, INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $49,389 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 13-3689044 | Recordkeeping | $11,750 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD Service code 15 · EIN 39-1915811 | Recordkeeping | $2,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,174 | $45,825+51.0% | $90,645-23.7% | $56,287+22.9% |
| Participation rate | 61.3% | 66.7%-5.4pp | 74.0%-12.7pp | 69.9%-8.6pp |
| Annual return | -7.55% | 38.64%-46.2pp | 1.88%-9.4pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,199 | $1,372-12.6% | $2,532-52.7% | $2,111-43.2% |
| Participant deferral / active EE | $2,339 | $2,562-8.7% | $3,425-31.7% | $3,350-30.2% |
| Admin fee / account holder | $386 | $413-6.3% | $4,994-92.3% | $521-25.8% |