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 INC3 years Filed as: R.W. BAIRD Service code 27 · EIN 39-6003779 | Advisory (Plan) | $143,914 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $157,067 | $79,171+98.4% | $102,423+53.4% | $74,495+110.8% |
| Participation rate | 96.5% | 74.8%+21.7pp | 76.5%+20.0pp | 67.2%+29.3pp |
| Annual return | 8.68% | 54.93%-46.3pp | 29.32%-20.6pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $10,227 | $2,362+332.9% | $3,023+238.3% | $2,623+289.9% |
| Participant deferral / active EE | $57 | $4,415-98.7% | $5,053-98.9% | $4,346-98.7% |
| Admin fee / account holder | $905 | $2,001-54.8% | $9,451-90.4% | $1,942-53.4% |