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 FUNDS2 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $37,548 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,535 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,294 | $122,239-21.2% | $184,203-47.7% | $74,495+29.3% |
| Participation rate | 92.4% | 85.5%+6.9pp | 86.8%+5.6pp | 67.2%+25.2pp |
| Annual return | 14.61% | 19.95%-5.3pp | 28.81%-14.2pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,626 | $4,537-42.1% | $6,427-59.1% | $2,623+0.1% |
| Participant deferral / active EE | $3,874 | $7,139-45.7% | $9,131-57.6% | $4,346-10.9% |
| Admin fee / account holder | $393 | $1,260-68.8% | $13,901-97.2% | $1,942-79.7% |