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 27 · EIN 39-6037917 | Advisory (Plan) | $53,245 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,443 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,862 | $185,342-53.1% | $111,297-22.0% | $86,799+0.1% |
| Participation rate | 99.7% | 81.0%+18.7pp | 77.3%+22.4pp | 72.3%+27.4pp |
| Annual return | 19.60% | 500.80%-481.2pp | 54.65%-35.1pp | 97.91%-78.3pp |
| Employer contribution / active EE | $4,887 | $2,246+117.6% | $2,731+78.9% | $2,405+103.2% |
| Participant deferral / active EE | $8,147 | $4,458+82.7% | $4,487+81.6% | $4,131+97.2% |
| Admin fee / account holder | $152 | $255-40.4% | $7,964-98.1% | $170-10.1% |