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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,692 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $25,315 |
EBETHAR WHITEHEAD CPA'S1 year Filed as: EBELHAR WHITEHEAD CPAS Service code 10 · EIN 61-2616366 | Accounting | $13,005 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,453 | $54,701+91.0% | $86,188+21.2% | $71,457+46.2% |
| Participation rate | 62.2% | 60.1%+2.1pp | 69.0%-6.8pp | 67.9%-5.7pp |
| Annual return | 20.79% | 20.06%+0.7pp | 1168.45%-1147.7pp | 28.85%-8.1pp |
| Employer contribution / active EE | $2,323 | $1,265+83.6% | $2,380-2.4% | $2,588-10.2% |
| Participant deferral / active EE | $3,744 | $3,108+20.4% | $3,985-6.1% | $4,289-12.7% |
| Admin fee / account holder | $433 | $1,922-77.5% | $6,852-93.7% | $1,587-72.7% |