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 FUNDS1 year Filed as: ROBERT W BAIRD INC Service code 16 · EIN 39-6037917 | Consulting | $71,725 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,500 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,515 | $37,196+41.2% | $154,107-65.9% | $55,725-5.8% |
| Participation rate | 98.6% | 64.1%+34.5pp | 83.0%+15.6pp | 70.9%+27.8pp |
| Annual return | -3.71% | 1319.68%-1323.4pp | 735.12%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $1,598 | $1,614-1.0% | $5,298-69.8% | $2,078-23.1% |
| Participant deferral / active EE | $3,958 | $2,068+91.4% | $5,081-22.1% | $3,356+18.0% |
| Admin fee / account holder | $77 | $102-24.3% | $13,411-99.4% | $115-33.2% |