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 FUNDS10+ years Filed as: ROBERT W BAIRD & CO Service code 55 · EIN 39-6037917 | Other Commissions | $106,693 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $166,122 | $106,028+56.7% | $146,958+13.0% | $77,643+114.0% |
| Participation rate | 67.6% | 78.4%-10.7pp | 82.2%-14.5pp | 70.6%-2.9pp |
| Annual return | 18.49% | 56.73%-38.2pp | 418.34%-399.8pp | 31.24%-12.7pp |
| Employer contribution / active EE | $2,130 | $4,063-47.6% | $4,933-56.8% | $2,726-21.9% |
| Participant deferral / active EE | $8,683 | $7,990+8.7% | $8,070+7.6% | $4,647+86.9% |
| Admin fee / account holder | $4 | $337-98.7% | $12,998-100.0% | $430-99.0% |