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 & CO, INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $75,000 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $58,660 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $36,633 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $50,473 | $78,852-36.0% | $76,768-34.3% | $75,289-33.0% |
| Participation rate | 95.6% | 85.0%+10.7pp | 77.0%+18.7pp | 72.4%+23.2pp |
| Annual return | -4.40% | -1.29%-3.1pp | 2.43%-6.8pp | -0.04%-4.4pp |
| Employer contribution / active EE | $1,842 | $2,794-34.1% | $2,485-25.9% | $2,405-23.4% |
| Participant deferral / active EE | $4,463 | $4,800-7.0% | $3,852+15.9% | $3,739+19.4% |
| Admin fee / account holder | $98 | $79+23.9% | $6,675-98.5% | $102-4.4% |