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 | Distribution (12b-1) fees; Sales load... | $41,070 |
BAIRD FUNDS9+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $26,697 |
NATIONAL FINANCIAL SERVICES9+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,030 | $99,078-70.7% | $96,544-69.9% | $74,419-61.0% |
| Participation rate | 94.9% | 80.7%+14.2pp | 76.0%+18.9pp | 70.7%+24.1pp |
| Annual return | 18.02% | 22.48%-4.5pp | 25.84%-7.8pp | 34.38%-16.4pp |
| Employer contribution / active EE | $971 | $2,570-62.2% | $2,965-67.2% | $2,637-63.2% |
| Participant deferral / active EE | $5,647 | $4,933+14.5% | $4,851+16.4% | $4,528+24.7% |
| Admin fee / account holder | $90 | $225-60.1% | $8,252-98.9% | $348-74.2% |