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 FUNDS2+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 8000 EXCELSIOR DRIVE, SUITE 302 · MADISON, WI 53717 | Advisory (Plan) | $36,381 |
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Recordkeepi... | $23,207 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,703 | $47,448+234.5% | $94,993+67.1% | $62,292+154.8% |
| Participation rate | 93.1% | 66.5%+26.6pp | 73.9%+19.2pp | 69.5%+23.6pp |
| Annual return | 15.60% | 22.64%-7.0pp | 27.12%-11.5pp | 28.90%-13.3pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,966 | $2,375+24.9% | $3,317-10.6% | $3,169-6.4% |
| Admin fee / account holder | $328 | $434-24.5% | $4,960-93.4% | $479-31.6% |