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+ years Filed as: ROBERT DALY Service code 27 CETERA ADVISOR NETWORKS LLC · SACRAMENTO, CA 95825 | Advisory (Plan) | $25,702 |
EPLAN ADVISORS, LLC1+ years Service code 17 · EIN 84-1543749 | Pension Consulting | $17,064 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $61,543 | $65,082-5.4% | $81,367-24.4% | $59,632+3.2% |
| Participation rate | 90.2% | 76.0%+14.3pp | 82.3%+7.9pp | 68.7%+21.5pp |
| Annual return | -2.56% | 1.16%-3.7pp | -0.92%-1.6pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $3,419 | $2,934+16.5% | $3,930-13.0% | $2,203+55.2% |
| Participant deferral / active EE | $4,547 | $4,083+11.4% | $5,383-15.5% | $3,192+42.5% |
| Admin fee / account holder | $425 | $7,582-94.4% | $8,926-95.2% | $4,297-90.1% |