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 8-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,794 |
BAIRD INSURANCE SERVICES INC7 years Service code 49 · EIN 39-1236032 | Other Services | $19,507 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $5,062 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,623 | $102,382-4.6% | $147,005-33.6% | $80,874+20.7% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 15.26% | 134.89%-119.6pp | 418.76%-403.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $5,091 | $3,715+37.1% | $4,934+3.2% | $2,756+84.8% |
| Participant deferral / active EE | $12,962 | $6,646+95.0% | $8,070+60.6% | $4,297+201.7% |
| Admin fee / account holder | $535 | $7,942-93.3% | $13,006-95.9% | $6,935-92.3% |