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 FUNDS5+ years Filed as: ROBERT W. BAIRD Service code 26 1 NORTH MAIN STREET · JANESVILLE, WI 53545 | Advisory (Participants) | $14,381 |
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $10,624 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,471 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,115 | $70,908-1.1% | $98,907-29.1% | $73,488-4.6% |
| Participation rate | 79.5% | 73.8%+5.7pp | 76.0%+3.5pp | 70.7%+8.8pp |
| Annual return | 9.87% | 34.17%-24.3pp | 196.43%-186.6pp | 28.51%-18.6pp |
| Employer contribution / active EE | $1,165 | $2,036-42.8% | $2,689-56.7% | $2,270-48.7% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $216 | $535-59.7% | $6,642-96.8% | $513-58.0% |