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 FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $29,678 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $15,754 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,204 | $82,664-0.6% | $125,339-34.4% | $68,494+20.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -18.30% | -5.97%-12.3pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $4,468 | $3,381+32.2% | $4,814-7.2% | $2,596+72.1% |
| Participant deferral / active EE | $11,586 | $6,110+89.6% | $7,446+55.6% | $4,027+187.7% |
| Admin fee / account holder | $477 | $6,275-92.4% | $10,010-95.2% | $5,403-91.2% |