See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 99 · EIN 39-6037917 | Other Fees | $17,337 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS CO., INC. Service code 49 | Other Services | $3,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,943 | $81,625-58.4% | $167,512-79.7% | $74,304-54.3% |
| Participation rate | 96.2% | 60.0%+36.1pp | 77.1%+19.1pp | 60.3%+35.8pp |
| Annual return | 16.94% | 26.09%-9.2pp | 1615.79%-1598.9pp | 29.43%-12.5pp |
| Employer contribution / active EE | $799 | $2,010-60.3% | $3,882-79.4% | $2,241-64.4% |
| Participant deferral / active EE | $4,408 | $4,115+7.1% | $6,405-31.2% | $3,767+17.0% |
| Admin fee / account holder | $64 | $3,474-98.2% | $9,769-99.3% | $2,969-97.8% |