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 | $59,213 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,700 |
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 | $61,469 | $62,928-2.3% | $172,739-64.4% | $67,579-9.0% |
| Participation rate | 98.0% | 64.5%+33.5pp | 82.6%+15.3pp | 71.3%+26.7pp |
| Annual return | 22.21% | 30.36%-8.1pp | 802.84%-780.6pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,674 | $1,636+2.3% | $5,143-67.4% | $2,148-22.1% |
| Participant deferral / active EE | $4,273 | $2,145+99.2% | $5,198-17.8% | $3,539+20.7% |
| Admin fee / account holder | $46 | $167-72.1% | $13,954-99.7% | $142-67.3% |