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 INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $26,269 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,302 | $63,442-34.9% | $68,791-40.0% | $66,914-38.3% |
| Participation rate | 92.6% | 60.0%+32.6pp | 69.0%+23.5pp | 69.8%+22.8pp |
| Annual return | -17.58% | -8.29%-9.3pp | -6.38%-11.2pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,724 | $1,775-2.9% | $2,655-35.1% | $2,544-32.2% |
| Participant deferral / active EE | $3,298 | $2,945+12.0% | $3,941-16.3% | $4,237-22.2% |
| Admin fee / account holder | $157 | $577-72.8% | $4,932-96.8% | $593-73.5% |