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 FUNDS7+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 8000 EXCELSIOR DRIVE · MADISON, WI 53717 | Advisory (Plan) | $41,640 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $32,396 |
WEGNER CPAS, LLP4 years Service code 10 · EIN 39-0974031 | Accounting | $9,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,797 | $44,642+336.4% | $91,220+113.5% | $66,914+191.1% |
| Participation rate | 82.4% | 64.9%+17.5pp | 73.2%+9.2pp | 69.8%+12.5pp |
| Annual return | -18.50% | -12.29%-6.2pp | 114.01%-132.5pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,299 | $1,706-23.9% | $2,850-54.4% | $2,544-48.9% |
| Participant deferral / active EE | $4,198 | $3,349+25.3% | $4,234-0.9% | $4,237-0.9% |
| Admin fee / account holder | $794 | $521+52.3% | $5,420-85.3% | $593+33.9% |