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 27 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Advisory (Plan) | $28,892 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT Service code 64 333 SOUTH HOPE RD · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,651 | $55,449+0.4% | $83,848-33.6% | $56,287-1.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -4.06% | -1.38%-2.7pp | 850.88%-854.9pp | -9.96%+5.9pp |
| Employer contribution / active EE | $8,450 | $2,430+247.7% | $3,631+132.7% | $2,111+300.3% |
| Participant deferral / active EE | $2,432 | $2,935-17.2% | $4,082-40.4% | $3,350-27.4% |
| Admin fee / account holder | $108 | $656-83.5% | $5,478-98.0% | $521-79.2% |