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 FUNDS3+ years Filed as: ROBERT W BAIRD & CO Service code 55 · EIN 39-6037917 | Other Commissions | $37,812 |
Service code 37 · EIN 04-2647786 | Loan Processing | $900 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,509 | $80,753+14.6% | $136,294-32.1% | $62,292+48.5% |
| Participation rate | 80.5% | 73.5%+7.0pp | 81.9%-1.4pp | 69.5%+11.0pp |
| Annual return | 20.57% | 35.83%-15.3pp | 5155.94%-5135.4pp | 28.90%-8.3pp |
| Employer contribution / active EE | $2,152 | $2,884-25.4% | $4,695-54.2% | $2,042+5.4% |
| Participant deferral / active EE | $8,570 | $5,164+66.0% | $6,247+37.2% | $3,169+170.4% |
| Admin fee / account holder | $4 | $525-99.2% | $9,243-100.0% | $479-99.2% |