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 |
|---|---|---|
MILLIMAN, INC.9+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $134,795 |
BAIRD FUNDS7 years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 777 EAST WISCONSIN AVENUE · MILWUAKEE, WI 53202 | Advisory (Plan) | $101,920 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $22,850 |
CHARLES SCHWAB & CO., INC.9+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,425 | $57,570+38.0% | $121,098-34.4% | $80,160-0.9% |
| Participation rate | 88.9% | 58.8%+30.1pp | 69.5%+19.4pp | 72.9%+16.0pp |
| Annual return | 15.66% | 20.42%-4.8pp | 985.75%-970.1pp | 40.38%-24.7pp |
| Employer contribution / active EE | $3,507 | $2,119+65.5% | $4,164-15.8% | $2,978+17.8% |
| Participant deferral / active EE | $4,925 | $3,092+59.3% | $4,080+20.7% | $5,017-1.8% |
| Admin fee / account holder | $160 | $121+32.0% | $5,644-97.2% | $145+10.4% |