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 & CO INCORPORATED Service code 15 · EIN 39-6037917 | Recordkeeping | $24,407 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,992 |
ADP BROKER-DEALER5+ 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 | $61,583 | $51,620+19.3% | $90,281-31.8% | $65,185-5.5% |
| Participation rate | 84.4% | 68.6%+15.8pp | 73.3%+11.1pp | 70.2%+14.2pp |
| Annual return | 21.84% | 24.94%-3.1pp | 78.10%-56.3pp | 29.38%-7.5pp |
| Employer contribution / active EE | $416 | $2,235-81.4% | $2,854-85.4% | $2,177-80.9% |
| Participant deferral / active EE | $3,131 | $2,871+9.1% | $3,885-19.4% | $3,514-10.9% |
| Admin fee / account holder | $146 | $384-61.9% | $5,351-97.3% | $847-82.7% |