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 FUNDS3 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 16 · EIN 39-6037917 | Consulting | $34,237 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,454 | $89,652+44.4% | $141,162-8.3% | $65,185+98.6% |
| Participation rate | 98.7% | 74.7%+24.0pp | 82.5%+16.2pp | 70.2%+28.5pp |
| Annual return | 4.10% | 32.79%-28.7pp | 71.39%-67.3pp | 29.38%-25.3pp |
| Employer contribution / active EE | $16,867 | $3,065+450.4% | $4,735+256.2% | $2,177+674.9% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $977 | $569+71.8% | $10,261-90.5% | $847+15.3% |