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 |
|---|---|---|
Filed as: R.W.BAIRD Service code 27 · EIN 39-6003779 700 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $198,611 |
Filed as: AD BEADELL Service code 27 · EIN 39-1572238 10224 N. PORT WASHINGTON RD. · MEQUON, WI 53092 | Advisory (Plan) | $5,176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,688 | $73,638+111.4% | $95,952+62.3% | $73,488+111.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 4.12% | 16.78%-12.7pp | 91.61%-87.5pp | 28.51%-24.4pp |
| Employer contribution / active EE | $8,519 | $1,863+357.2% | $2,541+235.3% | $2,270+275.3% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,035 | $482+114.7% | $6,795-84.8% | $513+101.7% |