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 INC4 years Filed as: R.W. BAIRD Service code 27 · EIN 39-6003779 | Advisory (Plan) | $134,176 |
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.
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 | $168,666 | $87,870+91.9% | $113,168+49.0% | $74,304+127.0% |
| Participation rate | 96.5% | 70.7%+25.8pp | 76.6%+20.0pp | 60.3%+36.2pp |
| Annual return | 8.68% | 26.44%-17.8pp | 24.27%-15.6pp | 29.43%-20.8pp |
| Employer contribution / active EE | $10,162 | $2,277+346.3% | $2,975+241.6% | $2,241+353.4% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $847 | $3,368-74.9% | $12,068-93.0% | $2,969-71.5% |