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 FUNDS1 year Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $100,000 |
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $85,149 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $60,597 | $105,247-42.4% | $87,100-30.4% | $77,787-22.1% |
| Participation rate | 95.4% | 85.8%+9.6pp | 76.9%+18.5pp | 73.2%+22.2pp |
| Annual return | 29.22% | 24.52%+4.7pp | 28.19%+1.0pp | 32.57%-3.4pp |
| Employer contribution / active EE | $1,898 | $2,895-34.4% | $2,521-24.7% | $2,504-24.2% |
| Participant deferral / active EE | $4,646 | $5,060-8.2% | $4,049+14.8% | $3,967+17.1% |
| Admin fee / account holder | $95 | $104-9.4% | $7,497-98.7% | $100-5.4% |