See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS10+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 PO BOX 672 · MILWAUKEE, WI 532010672 | Advisory (Plan) | $49,434 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $36,121 |
WEGNER CPAS, LLP7 years Service code 10 · EIN 39-0974031 | Accounting | $12,450 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,292 | $64,839+397.1% | $95,585+237.2% | $84,808+280.0% |
| Participation rate | 83.2% | 63.8%+19.3pp | 72.1%+11.1pp | 68.3%+14.8pp |
| Annual return | 11.98% | -670.96%+682.9pp | 38.56%-26.6pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,476 | $1,759-16.1% | $2,527-41.6% | $2,631-43.9% |
| Participant deferral / active EE | $4,708 | $2,965+58.8% | $4,023+17.0% | $4,212+11.8% |
| Admin fee / account holder | $1,021 | $5,964-82.9% | $6,127-83.3% | $7,344-86.1% |