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 | Advisory (Plan) | $128,506 |
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.
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 | $144,197 | $76,050+89.6% | $96,544+49.4% | $71,457+101.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 7.52% | 22.81%-15.3pp | 25.84%-18.3pp | 28.85%-21.3pp |
| Employer contribution / active EE | $8,807 | $2,244+292.5% | $2,965+197.1% | $2,588+240.4% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $936 | $2,707-65.4% | $8,252-88.7% | $1,587-41.1% |