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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $271,847 |
BAIRD FUNDS7 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $100,000 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,072 | $128,899-41.0% | $113,168-32.8% | $102,872-26.1% |
| Participation rate | 98.3% | 87.0%+11.3pp | 76.6%+21.7pp | 73.0%+25.3pp |
| Annual return | 17.24% | 15.88%+1.4pp | 24.27%-7.0pp | 19.06%-1.8pp |
| Employer contribution / active EE | $2,133 | $3,713-42.6% | $2,975-28.3% | $3,526-39.5% |
| Participant deferral / active EE | $5,257 | $6,787-22.5% | $5,107+2.9% | $5,535-5.0% |
| Admin fee / account holder | $106 | $129-18.5% | $12,068-99.1% | $292-63.9% |