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 6-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 FUNDS1 year Filed as: ROBERT ENTWISTLE Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $6,485 |
Filed as: JOHN STEBBINS Service code 61 450 COTTAGE STREET · SPRINGFIELD, MA 01104 | Finders' fees / placement fees | $4,323 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,159 | $99,957-33.8% | $149,696-55.8% | $73,488-10.0% |
| Participation rate | 52.3% | 75.7%-23.4pp | 82.5%-30.2pp | 70.7%-18.4pp |
| Annual return | 22.21% | 53.87%-31.7pp | 276.60%-254.4pp | 28.51%-6.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,757 | $6,073-21.7% | $6,842-30.5% | $3,740+27.2% |
| Admin fee / account holder | $131 | $551-76.2% | $9,309-98.6% | $513-74.4% |