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 | $53,371 |
BAIRD INSURANCE SERVICES INC5 years Service code 49 · EIN 39-1236032 | Other Services | $20,294 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $6,079 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $56,643 | $79,171-28.5% | $102,423-44.7% | $74,495-24.0% |
| Participation rate | 79.3% | 74.8%+4.5pp | 76.5%+2.8pp | 67.2%+12.1pp |
| Annual return | 11.83% | 54.93%-43.1pp | 29.32%-17.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,222 | $2,362-48.3% | $3,023-59.6% | $2,623-53.4% |
| Participant deferral / active EE | $2,618 | $4,415-40.7% | $5,053-48.2% | $4,346-39.8% |
| Admin fee / account holder | $392 | $2,001-80.4% | $9,451-95.8% | $1,942-79.8% |