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 FUNDS11+ years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $50,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,728 |
SC&H ATTEST SERVICES, P.C.3 years Service code 16 · EIN 52-1743645 | Consulting | $18,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,724 | $107,741+23.2% | $96,576+37.4% | $79,634+66.7% |
| Participation rate | 91.9% | 79.1%+12.8pp | 81.4%+10.4pp | 62.5%+29.4pp |
| Annual return | 20.57% | 19.24%+1.3pp | 38.47%-17.9pp | 36.46%-15.9pp |
| Employer contribution / active EE | $2,506 | $2,991-16.2% | $3,553-29.5% | $2,529-0.9% |
| Participant deferral / active EE | $10,181 | $7,899+28.9% | $7,956+28.0% | $3,835+165.5% |
| Admin fee / account holder | $86 | $1,150-92.5% | $11,381-99.2% | $1,002-91.4% |