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 & CO INCORPORATED Service code 16 · EIN 39-6037917 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53201 | Consulting | $6,451 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,407 | $135,952-46.7% | $123,892-41.6% | $273,961-73.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.42% | 56.63%-52.2pp | 47.52%-43.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $2,000 | $5,170-61.3% | $4,617-56.7% | $4,869-58.9% |
| Participant deferral / active EE | $1,667 | $6,343-73.7% | $5,984-72.1% | $5,287-68.5% |
| Admin fee / account holder | $3,070 | $9,817-68.7% | $8,357-63.3% | $10,132-69.7% |