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 FUNDS4 years Filed as: ROBERT W BAIRD & CO. INC. Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $25,373 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $15,854 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,587 | $55,415+130.2% | $155,509-18.0% | $74,495+71.3% |
| Participation rate | 93.3% | 61.9%+31.4pp | 78.2%+15.1pp | 67.2%+26.1pp |
| Annual return | 13.04% | 268.50%-255.5pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $7,783 | $2,267+243.3% | $4,672+66.6% | $2,623+196.7% |
| Participant deferral / active EE | $5,504 | $2,836+94.1% | $5,626-2.2% | $4,346+26.6% |
| Admin fee / account holder | $480 | $1,738-72.4% | $15,912-97.0% | $1,942-75.3% |