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 | Direct payment from the plan; Investm... | $275,743 |
BAIRD FUNDS5 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $100,000 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,621 | $104,697-45.9% | $96,544-41.4% | $80,160-29.4% |
| Participation rate | 97.9% | 86.4%+11.5pp | 76.0%+21.9pp | 72.9%+24.9pp |
| Annual return | 23.84% | 21.78%+2.1pp | 25.84%-2.0pp | 40.38%-16.5pp |
| Employer contribution / active EE | $2,070 | $3,536-41.5% | $2,965-30.2% | $2,978-30.5% |
| Participant deferral / active EE | $5,135 | $6,188-17.0% | $4,851+5.9% | $5,017+2.3% |
| Admin fee / account holder | $97 | $107-8.7% | $8,252-98.8% | $145-32.8% |