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 FUNDS2+ years Filed as: ROBERT W BAIRD & CO Service code 55 · EIN 39-6037917 | Other Commissions | $24,904 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,547 |
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 | $72,949 | $78,781-7.4% | $100,516-27.4% | $73,409-0.6% |
| Participation rate | 93.9% | 80.0%+13.9pp | 79.4%+14.5pp | 72.2%+21.7pp |
| Annual return | 30.36% | 31.69%-1.3pp | 30.89%-0.5pp | 59.29%-28.9pp |
| Employer contribution / active EE | $2,916 | $2,420+20.5% | $3,418-14.7% | $2,234+30.5% |
| Participant deferral / active EE | $7,700 | $6,537+17.8% | $6,270+22.8% | $3,805+102.3% |
| Admin fee / account holder | $5 | $145-96.5% | $8,081-99.9% | $158-96.8% |