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 | $108,549-0.9% | $156,263-31.1% | $85,563+25.8% |
| Participation rate | 97.1% | 77.1%+20.0pp | 78.9%+18.2pp | 66.0%+31.2pp |
| Annual return | 9.92% | 21.79%-11.9pp | 59.47%-49.6pp | 31.51%-21.6pp |
| Employer contribution / active EE | $2,734 | $2,690+1.6% | $4,333-36.9% | $2,654+3.0% |
| Participant deferral / active EE | $4,047 | $4,800-15.7% | $6,158-34.3% | $4,375-7.5% |
| Admin fee / account holder | $230 | $650-64.6% | $14,255-98.4% | $834-72.4% |