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 FUNDS8+ years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 15 · EIN 39-6037917 | Recordkeeping | $28,384 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,111 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,947 | $51,197+17.1% | $82,719-27.5% | $66,914-10.4% |
| Participation rate | 91.2% | 67.8%+23.4pp | 72.6%+18.6pp | 69.8%+21.4pp |
| Annual return | -20.42% | -9.64%-10.8pp | 701.18%-721.6pp | 1.58%-22.0pp |
| Employer contribution / active EE | $503 | $2,611-80.7% | $3,009-83.3% | $2,544-80.2% |
| Participant deferral / active EE | $3,886 | $3,458+12.4% | $4,395-11.6% | $4,237-8.3% |
| Admin fee / account holder | $154 | $416-62.8% | $5,329-97.1% | $593-74.0% |