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 FUNDS4 years Filed as: ROBERT W. BAIRD, INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $36,006 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 13-3689044 | Recordkeeping | $20,537 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD Service code 15 · EIN 39-1915811 | Recordkeeping | $2,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,250 | $50,175+50.0% | $99,443-24.3% | $65,185+15.4% |
| Participation rate | 63.1% | 68.4%-5.3pp | 73.8%-10.7pp | 70.2%-7.1pp |
| Annual return | 22.15% | 25.36%-3.2pp | 30.72%-8.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,327 | $1,496-11.3% | $2,540-47.7% | $2,177-39.0% |
| Participant deferral / active EE | $2,537 | $2,748-7.7% | $3,619-29.9% | $3,514-27.8% |
| Admin fee / account holder | $224 | $398-43.7% | $6,250-96.4% | $847-73.6% |