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 FUNDS6+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 8000 EXCELSIOR DRIVE · MADISON, WI 53717 | Advisory (Plan) | $51,282 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $34,399 |
WEGNER CPAS, LLP3 years Service code 10 · EIN 39-0974031 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $266,827 | $66,402+301.8% | $109,895+142.8% | $85,850+210.8% |
| Participation rate | 95.6% | 63.9%+31.7pp | 74.2%+21.4pp | 69.3%+26.3pp |
| Annual return | 30.22% | 19.59%+10.6pp | 29.45%+0.8pp | 318.53%-288.3pp |
| Employer contribution / active EE | $1,390 | $1,687-17.6% | $2,842-51.1% | $2,565-45.8% |
| Participant deferral / active EE | $4,413 | $2,842+55.3% | $4,048+9.0% | $3,952+11.7% |
| Admin fee / account holder | $869 | $4,557-80.9% | $6,066-85.7% | $6,260-86.1% |