See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS5+ years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $47,926 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,409 |
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 | $80,508 | $89,282-9.8% | $94,646-14.9% | $74,419+8.2% |
| Participation rate | 95.1% | 82.4%+12.7pp | 80.8%+14.3pp | 70.7%+24.4pp |
| Annual return | 21.98% | 25.96%-4.0pp | 156.71%-134.7pp | 34.38%-12.4pp |
| Employer contribution / active EE | $3,608 | $3,022+19.4% | $3,672-1.7% | $2,637+36.8% |
| Participant deferral / active EE | $11,124 | $8,425+32.0% | $7,418+50.0% | $4,528+145.7% |
| Admin fee / account holder | $81 | $219-63.0% | $7,231-98.9% | $348-76.7% |