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 FUNDS11+ years Filed as: ROBERT W. BAIRD Service code 16 · EIN 39-6037917 | Consulting | $20,000 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,304 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$12,671 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,290 | $179,726-20.8% | $156,263-8.9% | $142,382-0.1% |
| Participation rate | 82.6% | 82.1%+0.5pp | 78.9%+3.7pp | 80.1%+2.5pp |
| Annual return | 13.48% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,944 | $5,069-41.9% | $4,333-32.0% | $4,299-31.5% |
| Participant deferral / active EE | $5,114 | $6,956-26.5% | $6,158-17.0% | $6,507-21.4% |
| Admin fee / account holder | $59 | $17,272-99.7% | $14,255-99.6% | $12,624-99.5% |