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 |
|---|---|---|
BAIRD INSURANCE SERVICES INC2 years Filed as: R.W.BAIRD Service code 27 · EIN 39-6003779 700 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $185,962 |
Filed as: AD BEADELL Service code 27 · EIN 39-1572238 10224 N. PORT WASHINGTON RD. · MEQUON, WI 53092 | Advisory (Plan) | $8,023 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,719 | $84,936+109.2% | $111,297+59.7% | $79,386+123.9% |
| Participation rate | 89.0% | 75.9%+13.1pp | 77.3%+11.7pp | 70.7%+18.3pp |
| Annual return | 13.41% | 17.45%-4.0pp | 54.65%-41.2pp | 116.85%-103.4pp |
| Employer contribution / active EE | $8,899 | $1,979+349.6% | $2,731+225.9% | $2,427+266.6% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1,078 | $537+100.8% | $7,964-86.5% | $626+72.1% |