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 FUNDS8+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 PO BOX 672 · MILWAUKEE, WI 532010672 | Advisory (Plan) | $38,964 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $28,728 |
WEGNER CPAS, LLP5 years Service code 10 · EIN 39-0974031 | Accounting | $10,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,882 | $51,315+340.2% | $95,745+135.9% | $71,457+216.1% |
| Participation rate | 79.1% | 63.0%+16.1pp | 72.3%+6.8pp | 67.9%+11.2pp |
| Annual return | 14.93% | 25.26%-10.3pp | 28.35%-13.4pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,279 | $1,819-29.7% | $2,835-54.9% | $2,588-50.6% |
| Participant deferral / active EE | $3,907 | $3,358+16.3% | $4,245-8.0% | $4,289-8.9% |
| Admin fee / account holder | $757 | $1,137-33.4% | $5,678-86.7% | $1,587-52.3% |