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 INC6+ years Service code 49 · EIN 39-1236032 | Other Services | $5,680 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,111 |
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 | $50,398 | $78,422-35.7% | $95,952-47.5% | $79,858-36.9% |
| Participation rate | 67.7% | 73.5%-5.7pp | 77.1%-9.3pp | 69.6%-1.9pp |
| Annual return | 15.78% | 19.37%-3.6pp | 91.61%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,034 | $1,945-46.8% | $2,541-59.3% | $2,471-58.2% |
| Participant deferral / active EE | $3,020 | $3,440-12.2% | $4,167-27.5% | $3,740-19.3% |
| Admin fee / account holder | $15 | $5,622-99.7% | $6,795-99.8% | $5,306-99.7% |