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 INCORPORATED Service code 27 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Advisory (Plan) | $52,000 |
TAYLOR SECURITIES2+ years Filed as: J F TAYLOR INC Service code 10 21610 SOUTH ESSEX DR · LEXINGTON PARK, MD 20653 | Accounting | $12,000 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,929 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $840 |
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 | $140,013 | $155,795-10.1% | $136,294+2.7% | $69,631+101.1% |
| Participation rate | 82.0% | 75.2%+6.7pp | 81.9%0pp | 70.7%+11.3pp |
| Annual return | 20.48% | 232464.33%-232443.9pp | 5155.94%-5135.5pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $2,913 | $2,991-2.6% | $4,695-38.0% | $2,032+43.3% |
| Participant deferral / active EE | $6,423 | $5,394+19.1% | $6,247+2.8% | $3,224+99.3% |
| Admin fee / account holder | $138 | $128+7.8% | $9,243-98.5% | $110+25.2% |