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 FUNDS5 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 16 · EIN 39-6037917 | Consulting | $48,048 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,788 | $104,475+60.6% | $159,436+5.2% | $79,386+111.4% |
| Participation rate | 98.9% | 76.6%+22.2pp | 82.8%+16.0pp | 70.7%+28.1pp |
| Annual return | 14.58% | 67.95%-53.4pp | 263.57%-249.0pp | 116.85%-102.3pp |
| Employer contribution / active EE | $18,311 | $3,417+435.9% | $4,829+279.2% | $2,427+654.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $902 | $711+26.8% | $10,799-91.6% | $626+44.0% |