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 FUNDS6+ years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 15 · EIN 39-6037917 | Recordkeeping | $23,184 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,915 |
ADP BROKER-DEALER6+ 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 | $73,414 | $66,124+11.0% | $90,404-18.8% | $73,488-0.1% |
| Participation rate | 89.8% | 69.7%+20.2pp | 72.7%+17.1pp | 70.7%+19.1pp |
| Annual return | 18.39% | 17.65%+0.7pp | 1293.02%-1274.6pp | 28.51%-10.1pp |
| Employer contribution / active EE | $393 | $2,346-83.3% | $3,262-88.0% | $2,270-82.7% |
| Participant deferral / active EE | $3,303 | $3,039+8.7% | $3,963-16.7% | $3,740-11.7% |
| Admin fee / account holder | $134 | $396-66.2% | $5,611-97.6% | $513-73.9% |