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 FUNDS6 years Filed as: ROBERT W BAIRD & CO INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $24,273 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,252 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,666 | $54,517-3.4% | $75,972-30.7% | $74,495-29.3% |
| Participation rate | 92.4% | 60.3%+32.0pp | 69.1%+23.3pp | 67.2%+25.2pp |
| Annual return | 13.27% | 31.82%-18.6pp | 359.55%-346.3pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,950 | $1,777+9.7% | $2,685-27.4% | $2,623-25.6% |
| Participant deferral / active EE | $3,612 | $3,066+17.8% | $4,255-15.1% | $4,346-16.9% |
| Admin fee / account holder | $173 | $2,229-92.2% | $6,467-97.3% | $1,942-91.1% |