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 | $60,815 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $31,588 |
EBETHAR WHITEHEAD CPA'S1 year Filed as: EBELHAR WHITEHEAD CPA'S Service code 10 · EIN 61-2616366 | Accounting | $10,711 |
MORNINGSTAR2 years 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 | $116,584 | $59,417+96.2% | $93,606+24.5% | $74,495+56.5% |
| Participation rate | 68.3% | 59.7%+8.6pp | 68.7%-0.5pp | 67.2%+1.1pp |
| Annual return | 17.07% | 81.83%-64.8pp | 133.20%-116.1pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $2,551 | $1,264+101.9% | $2,420+5.4% | $2,623-2.7% |
| Participant deferral / active EE | $4,008 | $3,050+31.4% | $4,411-9.1% | $4,346-7.8% |
| Admin fee / account holder | $465 | $3,021-84.6% | $8,285-94.4% | $1,942-76.1% |