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 FUNDS1 year Filed as: ROBERT W BAIRD CO INCORPORATED Service code 15 · EIN 39-6037917 | Recordkeeping | $25,740 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,679 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $66,598 | $58,264+14.3% | $86,612-23.1% | $71,457-6.8% |
| Participation rate | 91.4% | 65.0%+26.4pp | 71.7%+19.7pp | 67.9%+23.4pp |
| Annual return | 21.05% | 21.63%-0.6pp | 591.07%-570.0pp | 28.85%-7.8pp |
| Employer contribution / active EE | $486 | $2,574-81.1% | $3,022-83.9% | $2,588-81.2% |
| Participant deferral / active EE | $4,066 | $3,436+18.3% | $4,438-8.4% | $4,289-5.2% |
| Admin fee / account holder | $131 | $1,057-87.6% | $5,614-97.7% | $1,587-91.7% |