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 FUNDS7 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 16 · EIN 39-6037917 | Consulting | $50,000 |
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 | $176,497 | $91,407+93.1% | $135,903+29.9% | $71,457+147.0% |
| Participation rate | 98.5% | 75.7%+22.9pp | 81.9%+16.6pp | 67.9%+30.6pp |
| Annual return | 20.86% | 29.90%-9.0pp | 68.23%-47.4pp | 28.85%-8.0pp |
| Employer contribution / active EE | $16,946 | $3,703+357.6% | $4,856+249.0% | $2,588+554.9% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $773 | $1,266-39.0% | $10,762-92.8% | $1,587-51.3% |