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 | Shareholder servicing fees; Sales loa... | $161,302 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $100,000 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $66,021 | $176,491-62.6% | $95,952-31.2% | $90,288-26.9% |
| Participation rate | 96.9% | 86.6%+10.3pp | 77.1%+19.8pp | 73.4%+23.6pp |
| Annual return | 24.61% | 20.14%+4.5pp | 91.61%-67.0pp | 53.97%-29.4pp |
| Employer contribution / active EE | $1,898 | $2,789-31.9% | $2,541-25.3% | $2,524-24.8% |
| Participant deferral / active EE | $4,656 | $5,340-12.8% | $4,167+11.7% | $4,232+10.0% |
| Admin fee / account holder | $113 | $154-26.9% | $6,795-98.3% | $114-1.2% |