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 | Claims processing; Direct payment fro... | $233,104 |
BAIRD FUNDS4 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $100,000 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,851 | $130,141-66.3% | $86,677-49.4% | $77,904-43.7% |
| Participation rate | 87.6% | 85.9%+1.7pp | 76.6%+11.1pp | 73.7%+14.0pp |
| Annual return | -12.68% | -12.75%+0.1pp | 35.91%-48.6pp | 12.21%-24.9pp |
| Employer contribution / active EE | $1,546 | $3,220-52.0% | $2,836-45.5% | $2,848-45.7% |
| Participant deferral / active EE | $3,893 | $5,757-32.4% | $4,656-16.4% | $4,806-19.0% |
| Admin fee / account holder | $84 | $132-36.6% | $7,493-98.9% | $133-37.0% |