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 FUNDS2+ years Filed as: ROBERT W BAIRD & CO Service code 55 ONE RIVERWOOD PLACE · WAUKESHA, WI 53188 | Other Commissions | $64,086 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,607 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,681 | $56,640-17.6% | $80,975-42.4% | $57,658-19.0% |
| Participation rate | 80.5% | 75.9%+4.7pp | 75.8%+4.7pp | 70.2%+10.3pp |
| Annual return | 15.14% | 19.97%-4.8pp | 17.10%-2.0pp | 5.13%+10.0pp |
| Employer contribution / active EE | $1,817 | $2,085-12.8% | $3,714-51.1% | $1,974-7.9% |
| Participant deferral / active EE | $4,947 | $4,944+0.1% | $5,696-13.2% | $3,061+61.6% |
| Admin fee / account holder | $4 | $87-95.0% | $5,516-99.9% | $95-95.4% |