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 FUNDS4+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 8000 EXCELSIOR DRIVE · MADISON, WI 53717 | Advisory (Plan) | $40,034 |
Service code 12 · EIN 48-1205033 | Participant loan processing; Direct p... | $24,636 |
WEGNER CPAS, LLP1 year Service code 10 · EIN 39-0974031 | Accounting | $15,700 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $160,815 | $50,175+220.5% | $99,443+61.7% | $65,185+146.7% |
| Participation rate | 95.7% | 68.4%+27.3pp | 73.8%+21.9pp | 70.2%+25.5pp |
| Annual return | 2.13% | 25.36%-23.2pp | 30.72%-28.6pp | 29.38%-27.3pp |
| Employer contribution / active EE | $1,177 | $1,496-21.4% | $2,540-53.7% | $2,177-45.9% |
| Participant deferral / active EE | $3,271 | $2,748+19.1% | $3,619-9.6% | $3,514-6.9% |
| Admin fee / account holder | $913 | $398+129.6% | $6,250-85.4% | $847+7.8% |