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 FUNDS3 years Filed as: ROBERT W BAIRD INC Service code 16 · EIN 39-6037917 | Consulting | $63,632 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,700 |
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 | $71,405 | $52,293+36.5% | $178,490-60.0% | $73,409-2.7% |
| Participation rate | 99.5% | 65.3%+34.2pp | 81.9%+17.6pp | 72.2%+27.4pp |
| Annual return | 15.73% | 34.75%-19.0pp | 151.07%-135.3pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,962 | $1,735+13.0% | $5,011-60.9% | $2,234-12.2% |
| Participant deferral / active EE | $4,895 | $2,332+109.9% | $5,202-5.9% | $3,805+28.6% |
| Admin fee / account holder | $46 | $127-63.8% | $13,984-99.7% | $158-70.8% |