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 | Advisory (Plan) | $3,535,739 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,681 | $65,435+141.0% | $86,677+81.9% | $66,914+135.6% |
| Participation rate | 97.9% | 75.5%+22.4pp | 76.6%+21.3pp | 69.8%+28.1pp |
| Annual return | -9.28% | -10.89%+1.6pp | 35.91%-45.2pp | 1.58%-10.9pp |
| Employer contribution / active EE | $9,199 | $2,153+327.2% | $2,836+224.3% | $2,544+261.6% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1,040 | $642+62.1% | $7,493-86.1% | $593+75.3% |