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 FUNDS9+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 PO BOX 672 · MILWAUKEE, WI 532010672 | Advisory (Plan) | $46,183 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $33,038 |
WEGNER CPAS, LLP6 years Service code 10 · EIN 39-0974031 | Accounting | $11,250 |
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).
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 | $288,691 | $58,926+389.9% | $97,226+196.9% | $74,495+287.5% |
| Participation rate | 75.9% | 63.5%+12.4pp | 72.7%+3.2pp | 67.2%+8.7pp |
| Annual return | 29.69% | 16.04%+13.7pp | 75.13%-45.4pp | 1364.94%-1335.3pp |
| Employer contribution / active EE | $1,279 | $1,894-32.5% | $2,729-53.1% | $2,623-51.2% |
| Participant deferral / active EE | $4,223 | $3,664+15.3% | $4,264-1.0% | $4,346-2.8% |
| Admin fee / account holder | $904 | $1,974-54.2% | $5,654-84.0% | $1,942-53.4% |