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 FUNDS4 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $46,954 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,745 | $76,050+25.9% | $96,544-0.8% | $71,457+34.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 19.70% | 22.81%-3.1pp | 25.84%-6.1pp | 28.85%-9.1pp |
| Employer contribution / active EE | $6,613 | $2,244+194.7% | $2,965+123.0% | $2,588+155.6% |
| Participant deferral / active EE | $10,504 | $4,215+149.2% | $4,851+116.5% | $4,289+144.9% |
| Admin fee / account holder | $151 | $2,707-94.4% | $8,252-98.2% | $1,587-90.5% |