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 | Sales loads (front end and deferred);... | $38,714 |
BAIRD FUNDS7+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $25,586 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,206 | $185,342-84.2% | $111,297-73.8% | $86,799-66.4% |
| Participation rate | 86.2% | 81.0%+5.2pp | 77.3%+8.9pp | 72.3%+13.9pp |
| Annual return | 17.81% | 500.80%-483.0pp | 54.65%-36.8pp | 97.91%-80.1pp |
| Employer contribution / active EE | $630 | $2,246-72.0% | $2,731-76.9% | $2,405-73.8% |
| Participant deferral / active EE | $2,855 | $4,458-36.0% | $4,487-36.4% | $4,131-30.9% |
| Admin fee / account holder | $84 | $255-67.1% | $7,964-98.9% | $170-50.5% |