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 Service code 27 · EIN 39-6037917 | Advisory (Plan) | $39,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,082 | $73,638+29.1% | $95,952-0.9% | $73,488+29.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 20.68% | 16.78%+3.9pp | 91.61%-70.9pp | 28.51%-7.8pp |
| Employer contribution / active EE | $10,961 | $1,863+488.3% | $2,541+331.4% | $2,270+382.9% |
| Participant deferral / active EE | $9,800 | $3,617+170.9% | $4,167+135.2% | $3,740+162.1% |
| Admin fee / account holder | $145 | $482-69.9% | $6,795-97.9% | $513-71.7% |