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 INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $27,089 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $11,852 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,270 | $55,636+35.3% | $81,983-8.2% | $73,488+2.4% |
| Participation rate | 85.5% | 62.3%+23.2pp | 69.2%+16.3pp | 70.7%+14.8pp |
| Annual return | 15.61% | 19.07%-3.5pp | 41.31%-25.7pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,803 | $1,625+11.0% | $2,498-27.8% | $2,270-20.6% |
| Participant deferral / active EE | $3,876 | $2,762+40.3% | $3,722+4.1% | $3,740+3.6% |
| Admin fee / account holder | $187 | $493-62.0% | $5,664-96.7% | $513-63.5% |