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 FUNDS6+ years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $47,819 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,589 |
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 | $96,263 | $89,808+7.2% | $100,391-4.1% | $77,643+24.0% |
| Participation rate | 95.0% | 81.2%+13.8pp | 81.5%+13.5pp | 70.6%+24.4pp |
| Annual return | 17.20% | 20.62%-3.4pp | 49.20%-32.0pp | 31.24%-14.0pp |
| Employer contribution / active EE | $3,619 | $3,039+19.1% | $3,942-8.2% | $2,726+32.8% |
| Participant deferral / active EE | $11,841 | $8,284+42.9% | $8,082+46.5% | $4,647+154.8% |
| Admin fee / account holder | $85 | $174-51.4% | $7,899-98.9% | $430-80.3% |