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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,078 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD AND CO INCORPORATED Service code 49 100 WEST ROAD · TOWSON, MD 21204 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,569 | $59,805-48.9% | $79,550-61.6% | $68,494-55.4% |
| Participation rate | 30.8% | 61.1%-30.3pp | 69.5%-38.7pp | 67.9%-37.1pp |
| Annual return | -24.16% | -12.30%-11.9pp | 0.16%-24.3pp | -7.84%-16.3pp |
| Employer contribution / active EE | $750 | $1,505-50.2% | $2,413-68.9% | $2,596-71.1% |
| Participant deferral / active EE | $1,418 | $3,024-53.1% | $3,985-64.4% | $4,027-64.8% |
| Admin fee / account holder | $91 | $4,835-98.1% | $6,832-98.7% | $5,403-98.3% |