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 | Participant communication; Claims pro... | $264,994 |
BAIRD FUNDS6 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $100,000 |
NATIONAL FINANCIAL SERVICES7 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 | $66,199 | $110,299-40.0% | $102,423-35.4% | $199,593-66.8% |
| Participation rate | 97.7% | 86.3%+11.4pp | 76.5%+21.2pp | 72.0%+25.7pp |
| Annual return | 19.58% | 35.73%-16.2pp | 29.32%-9.7pp | 34.25%-14.7pp |
| Employer contribution / active EE | $2,160 | $3,603-40.1% | $3,023-28.6% | $3,034-28.8% |
| Participant deferral / active EE | $5,300 | $6,376-16.9% | $5,053+4.9% | $5,087+4.2% |
| Admin fee / account holder | $99 | $122-19.4% | $9,451-99.0% | $269-63.4% |