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 | $59,950 |
BAIRD INSURANCE SERVICES INC3 years Service code 49 · EIN 39-1236032 | Other Services | $11,636 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $9,305 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $7,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,973 | $73,638-25.3% | $95,952-42.7% | $73,488-25.2% |
| Participation rate | 85.1% | 76.2%+9.0pp | 77.1%+8.1pp | 70.7%+14.5pp |
| Annual return | 18.24% | 16.78%+1.5pp | 91.61%-73.4pp | 28.51%-10.3pp |
| Employer contribution / active EE | $2,193 | $1,863+17.7% | $2,541-13.7% | $2,270-3.4% |
| Participant deferral / active EE | $4,459 | $3,617+23.3% | $4,167+7.0% | $3,740+19.2% |
| Admin fee / account holder | $318 | $482-33.9% | $6,795-95.3% | $513-37.9% |