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 FUNDS3 years Filed as: ROBERT W BAIRD & CO Service code 27 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Advisory (Plan) | $49,615 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $33,417 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 50 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Direct Payment | $2,663 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,482 | $91,517-18.6% | $101,248-26.4% | $73,409+1.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 15.58% | 17.17%-1.6pp | 46.47%-30.9pp | 59.29%-43.7pp |
| Employer contribution / active EE | $7,720 | $2,877+168.4% | $3,660+111.0% | $2,234+245.6% |
| Participant deferral / active EE | $2,135 | $3,338-36.0% | $4,370-51.1% | $3,805-43.9% |
| Admin fee / account holder | $230 | $216+6.7% | $5,945-96.1% | $158+45.9% |