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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,077 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 · EIN 39-6037917 | Advisory (Plan) | $29,958 |
ADP BROKER-DEALER8 years Filed as: PENSION CONSULTANTS, INC Service code 49 · EIN 20-0508334 | Other Services | $15,529 |
Filed as: WILSHIRE ADVISORS Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,858 | $66,098+67.7% | $101,794+8.9% | $74,304+49.2% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.2%+30.8pp | 60.3%+39.7pp |
| Annual return | 19.62% | 19.59%0pp | 30.53%-10.9pp | 29.43%-9.8pp |
| Employer contribution / active EE | $5,695 | $1,082+426.5% | $2,289+148.8% | $2,241+154.1% |
| Participant deferral / active EE | $6,747 | $2,781+142.6% | $4,084+65.2% | $3,767+79.1% |
| Admin fee / account holder | $284 | $4,146-93.2% | $8,777-96.8% | $2,969-90.4% |