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 | $108,719+22.1% | $101,326+31.0% | $85,563+55.1% |
| Participation rate | 91.9% | 80.9%+11.0pp | 81.5%+10.4pp | 66.0%+25.9pp |
| Annual return | 20.57% | 20.95%-0.4pp | 36.82%-16.2pp | 31.51%-10.9pp |
| Employer contribution / active EE | $2,506 | $3,114-19.5% | $3,665-31.6% | $2,654-5.6% |
| Participant deferral / active EE | $10,181 | $8,545+19.1% | $7,994+27.4% | $4,375+132.7% |
| Admin fee / account holder | $86 | $685-87.5% | $11,185-99.2% | $834-89.7% |