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 | Distribution (12b-1) fees; Float reve... | $221,151 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $100,000 |
NATIONAL FINANCIAL SERVICES4 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 | $56,973 | $144,996-60.7% | $111,297-48.8% | $93,030-38.8% |
| Participation rate | 96.1% | 86.2%+9.9pp | 77.3%+18.8pp | 73.9%+22.2pp |
| Annual return | 20.85% | 18.26%+2.6pp | 54.65%-33.8pp | 158.70%-137.9pp |
| Employer contribution / active EE | $1,608 | $3,056-47.4% | $2,731-41.1% | $2,706-40.6% |
| Participant deferral / active EE | $3,921 | $5,587-29.8% | $4,487-12.6% | $4,562-14.1% |
| Admin fee / account holder | $96 | $103-7.6% | $7,964-98.8% | $152-37.0% |