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 FUNDS4+ years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 15 · EIN 39-6037917 | Recordkeeping | $27,381 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,095 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $53,993 | $44,873+20.3% | $79,464-32.1% | $56,287-4.1% |
| Participation rate | 77.7% | 68.7%+9.0pp | 73.3%+4.4pp | 69.9%+7.9pp |
| Annual return | -3.59% | 0.81%-4.4pp | 718.14%-721.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $361 | $2,140-83.1% | $2,800-87.1% | $2,111-82.9% |
| Participant deferral / active EE | $2,810 | $2,746+2.3% | $3,704-24.1% | $3,350-16.1% |
| Admin fee / account holder | $158 | $418-62.3% | $5,113-96.9% | $521-69.7% |