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+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 28 · EIN 39-6037917 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,303 | $50,464+23.5% | $75,781-17.8% | $52,331+19.1% |
| Participation rate | 90.1% | 66.8%+23.3pp | 75.8%+14.3pp | 68.1%+22.0pp |
| Annual return | 0.54% | 1.03%-0.5pp | 9.68%-9.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,045 | $1,988+2.8% | $3,323-38.5% | $1,882+8.7% |
| Participant deferral / active EE | $3,820 | $2,570+48.6% | $3,651+4.6% | $3,022+26.4% |
| Admin fee / account holder | $57 | $1,103-94.9% | $5,299-98.9% | $592-90.4% |