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 INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $31,486 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,385 |
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 | $71,120 | $60,776+17.0% | $85,682-17.0% | $79,386-10.4% |
| Participation rate | 88.4% | 62.1%+26.3pp | 69.9%+18.5pp | 70.7%+17.7pp |
| Annual return | 12.32% | 16.57%-4.2pp | 21.49%-9.2pp | 116.85%-104.5pp |
| Employer contribution / active EE | $1,632 | $1,663-1.9% | $2,618-37.7% | $2,427-32.8% |
| Participant deferral / active EE | $3,488 | $2,919+19.5% | $3,923-11.1% | $4,046-13.8% |
| Admin fee / account holder | $205 | $438-53.3% | $6,873-97.0% | $626-67.3% |