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 FUNDS3 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $49,201 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,955 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,837 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,023 | $72,254+5.2% | $86,677-12.3% | $64,808+17.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -16.45% | 392.42%-408.9pp | 35.91%-52.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $7,261 | $2,393+203.4% | $2,836+156.0% | $2,506+189.8% |
| Participant deferral / active EE | $11,059 | $4,658+137.4% | $4,656+137.5% | $4,310+156.6% |
| Admin fee / account holder | $167 | $174-3.7% | $7,493-97.8% | $188-10.8% |