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 FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 15 · EIN 39-6037917 | Recordkeeping | $15,988 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,235 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,371 | $80,753-58.7% | $136,294-75.5% | $62,292-46.4% |
| Participation rate | 57.0% | 73.5%-16.6pp | 81.9%-25.0pp | 69.5%-12.6pp |
| Annual return | 26.77% | 35.83%-9.1pp | 5155.94%-5129.2pp | 28.90%-2.1pp |
| Employer contribution / active EE | $924 | $2,884-68.0% | $4,695-80.3% | $2,042-54.8% |
| Participant deferral / active EE | $6,214 | $5,164+20.3% | $6,247-0.5% | $3,169+96.1% |
| Admin fee / account holder | $91 | $525-82.7% | $9,243-99.0% | $479-81.0% |