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 |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,709 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $26,006 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,097 | $96,484+18.3% | $156,263-27.0% | $74,304+53.6% |
| Participation rate | 96.8% | 67.7%+29.1pp | 78.9%+17.9pp | 60.3%+36.5pp |
| Annual return | 22.58% | 17.73%+4.8pp | 59.47%-36.9pp | 29.43%-6.9pp |
| Employer contribution / active EE | $2,419 | $2,528-4.3% | $4,333-44.2% | $2,241+7.9% |
| Participant deferral / active EE | $9,322 | $4,286+117.5% | $6,158+51.4% | $3,767+147.5% |
| Admin fee / account holder | $178 | $3,728-95.2% | $14,255-98.7% | $2,969-94.0% |