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 FUNDS5+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 8000 EXCELSIOR DRIVE · MADISON, WI 53717 | Advisory (Plan) | $42,450 |
Service code 12 · EIN 48-1205033 | Claims processing; Float revenue; Rec... | $26,663 |
WEGNER CPAS, LLP2 years Service code 10 · EIN 39-0974031 | Accounting | $8,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $188,575 | $63,861+195.3% | $104,607+80.3% | $79,858+136.1% |
| Participation rate | 94.9% | 64.9%+30.0pp | 74.1%+20.8pp | 69.6%+25.3pp |
| Annual return | 13.52% | 21.30%-7.8pp | 340.46%-326.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,441 | $1,588-9.3% | $2,681-46.2% | $2,471-41.7% |
| Participant deferral / active EE | $4,139 | $2,693+53.7% | $3,740+10.7% | $3,740+10.7% |
| Admin fee / account holder | $631 | $4,185-84.9% | $6,473-90.3% | $5,306-88.1% |