See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS6+ years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $63,903 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,353 |
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 | $53,651 | $176,491-69.6% | $95,952-44.1% | $90,288-40.6% |
| Participation rate | 90.7% | 86.6%+4.1pp | 77.1%+13.6pp | 73.4%+17.4pp |
| Annual return | 18.20% | 20.14%-1.9pp | 91.61%-73.4pp | 53.97%-35.8pp |
| Employer contribution / active EE | $2,237 | $2,789-19.8% | $2,541-12.0% | $2,524-11.4% |
| Participant deferral / active EE | $3,411 | $5,340-36.1% | $4,167-18.1% | $4,232-19.4% |
| Admin fee / account holder | $49 | $154-68.3% | $6,795-99.3% | $114-57.2% |