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 FUNDS10+ years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $126,770 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $119,639 |
VRAKAS S.C.3 years Filed as: VRAKAS SC Service code 10 445 SOUTH MOORLAND ROAD STE 400 · BROOKFIELD, WI 53005 | Accounting | $15,200 |
QDRO CONSULTANTS COMPANY, LLC10+ years Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,599 | $116,081-7.3% | $156,181-31.1% | $79,634+35.1% |
| Participation rate | 97.1% | 75.6%+21.6pp | 78.8%+18.3pp | 62.5%+34.7pp |
| Annual return | 9.92% | 15.89%-6.0pp | 64.87%-55.0pp | 36.46%-26.5pp |
| Employer contribution / active EE | $2,734 | $2,828-3.3% | $4,294-36.3% | $2,529+8.1% |
| Participant deferral / active EE | $4,047 | $4,584-11.7% | $6,132-34.0% | $3,835+5.6% |
| Admin fee / account holder | $230 | $854-73.0% | $14,586-98.4% | $1,002-77.0% |