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 |
|---|---|---|
BAIRD FUNDS3+ years Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $21,212 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,929 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,682 | $42,548+7.4% | $74,550-38.7% | $56,287-18.8% |
| Participation rate | 96.0% | 60.5%+35.5pp | 69.1%+26.9pp | 69.9%+26.1pp |
| Annual return | -5.77% | 12.40%-18.2pp | 32.53%-38.3pp | -9.96%+4.2pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,052 | $2,277+77.9% | $3,108+30.4% | $3,350+21.0% |
| Admin fee / account holder | $14 | $467-97.0% | $5,060-99.7% | $521-97.3% |