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 6-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 FUNDS1+ years Filed as: ROBERT W BAIRD & CO Service code 55 · EIN 39-6037917 | Other Commissions | $15,449 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,472 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,467 | $69,231-9.8% | $91,989-32.1% | $67,579-7.6% |
| Participation rate | 91.1% | 78.9%+12.2pp | 78.6%+12.4pp | 71.3%+19.8pp |
| Annual return | 0.00% | 32.03%-32.0pp | 69.02%-69.0pp | 378.56%-378.6pp |
| Employer contribution / active EE | $2,651 | $2,284+16.1% | $3,452-23.2% | $2,148+23.4% |
| Participant deferral / active EE | $7,553 | $5,854+29.0% | $5,923+27.5% | $3,539+113.4% |
| Admin fee / account holder | $8 | $107-92.7% | $7,743-99.9% | $142-94.5% |