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; Claims ... | $47,658 |
BAIRD FUNDS8+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $26,022 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $23,350 | $72,254-67.7% | $86,677-73.1% | $64,808-64.0% |
| Participation rate | 94.9% | 80.4%+14.5pp | 76.6%+18.3pp | 71.5%+23.4pp |
| Annual return | -14.93% | 392.42%-407.4pp | 35.91%-50.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $873 | $2,393-63.5% | $2,836-69.2% | $2,506-65.2% |
| Participant deferral / active EE | $4,212 | $4,658-9.6% | $4,656-9.5% | $4,310-2.3% |
| Admin fee / account holder | $85 | $174-51.2% | $7,493-98.9% | $188-54.8% |