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 INSURANCE SERVICES INC4+ years Service code 49 | Other Services | $5,482 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,913 |
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD INSURANCE SERVICES, INC. Service code 49 · EIN 39-1236032 | Other Services | $0 |
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 | $33,835 | $62,586-45.9% | $76,768-55.9% | $64,186-47.3% |
| Participation rate | 64.6% | 72.8%-8.2pp | 77.0%-12.4pp | 69.6%-5.0pp |
| Annual return | -7.37% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $909 | $1,832-50.4% | $2,485-63.4% | $2,381-61.8% |
| Participant deferral / active EE | $2,473 | $3,145-21.3% | $3,852-35.8% | $3,470-28.7% |
| Admin fee / account holder | $25 | $4,667-99.5% | $6,675-99.6% | $4,888-99.5% |