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 FUNDS4 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 16 · EIN 39-6037917 | Consulting | $38,519 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,712 | $99,957+49.8% | $149,6960% | $73,488+103.7% |
| Participation rate | 98.7% | 75.7%+23.0pp | 82.5%+16.3pp | 70.7%+28.1pp |
| Annual return | 15.23% | 53.87%-38.6pp | 276.60%-261.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $17,932 | $3,191+461.9% | $4,644+286.1% | $2,270+689.9% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $942 | $551+71.1% | $9,309-89.9% | $513+83.6% |