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 FUNDS6+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $25,941 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $18,251 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,588 | $79,519-33.9% | $95,952-45.2% | $73,409-28.4% |
| Participation rate | 45.9% | 81.2%-35.3pp | 77.1%-31.2pp | 72.2%-26.3pp |
| Annual return | -28.79% | 19.20%-48.0pp | 91.61%-120.4pp | 59.29%-88.1pp |
| Employer contribution / active EE | $513 | $2,048-75.0% | $2,541-79.8% | $2,234-77.1% |
| Participant deferral / active EE | $2,229 | $4,138-46.1% | $4,167-46.5% | $3,805-41.4% |
| Admin fee / account holder | $126 | $184-31.5% | $6,795-98.1% | $158-20.0% |