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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,940 |
BAIRD INSURANCE SERVICES INC2+ years Service code 49 · EIN 39-1236032 | Other Services | $2,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,789 | $52,884-13.4% | $84,750-46.0% | $55,167-17.0% |
| Participation rate | 66.3% | 67.5%-1.2pp | 76.6%-10.3pp | 69.0%-2.7pp |
| Annual return | 6.83% | 18.03%-11.2pp | 22.78%-16.0pp | 169.23%-162.4pp |
| Employer contribution / active EE | $769 | $2,233-65.6% | $3,574-78.5% | $1,963-60.8% |
| Participant deferral / active EE | $3,654 | $2,644+38.2% | $3,712-1.6% | $3,054+19.6% |
| Admin fee / account holder | $126 | $581-78.2% | $5,332-97.6% | $504-74.9% |