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 4-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 37 · EIN 04-2647786 | Loan Processing | $514,255 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $97,781 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,869 |
JONES, NALE & MATTINGLY PLC4+ years Service code 10 · EIN 61-0420207 | Accounting | $33,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,326 | $117,739-84.4% | $107,525-83.0% | $117,739-84.4% |
| Participation rate | 88.0% | 76.6%+11.4pp | 75.1%+12.9pp | 76.6%+11.4pp |
| Annual return | 21.31% | 17.29%+4.0pp | 181.32%-160.0pp | 17.29%+4.0pp |
| Employer contribution / active EE | $1,075 | $3,746-71.3% | $3,754-71.3% | $3,746-71.3% |
| Participant deferral / active EE | $4,184 | $6,128-31.7% | $5,116-18.2% | $6,128-31.7% |
| Admin fee / account holder | $73 | $112-34.4% | $8,919-99.2% | $112-34.4% |