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 INC5+ years Service code 49 · EIN 39-1236032 | Other Services | $5,615 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,996 |
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 | $38,106 | $65,376-41.7% | $87,100-56.3% | $65,185-41.5% |
| Participation rate | 65.4% | 75.3%-10.0pp | 76.9%-11.5pp | 70.2%-4.8pp |
| Annual return | 19.83% | 31.27%-11.4pp | 28.19%-8.4pp | 29.38%-9.6pp |
| Employer contribution / active EE | $985 | $1,822-45.9% | $2,521-60.9% | $2,177-54.7% |
| Participant deferral / active EE | $2,613 | $3,388-22.9% | $4,049-35.5% | $3,514-25.6% |
| Admin fee / account holder | $26 | $520-95.0% | $7,497-99.7% | $847-96.9% |