See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. Service code 55 4112 OAKWOOD HILLS PWKY SUITE 100 · EAU CLAIRE, WI 547021248 | Other Commissions | $17,052 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,381 |
BRONFMAN E.L. ROTHSCHILD2+ years Filed as: BRONFMAN E.L. ROTHSCHILD LP Service code 13 2201 E. ENTERPRISE AVE., STE 203 · APPLETON, WI 54913 | Contract Administrator | $350 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,154 | $52,884-14.6% | $84,750-46.7% | $55,167-18.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.34% | 18.03%-10.7pp | 22.78%-15.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $7,002 | $2,233+213.5% | $3,574+95.9% | $1,963+256.8% |
| Participant deferral / active EE | $1,844 | $2,644-30.2% | $3,712-50.3% | $3,054-39.6% |
| Admin fee / account holder | $6 | $581-99.0% | $5,332-99.9% | $504-98.8% |