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 INC7+ years Service code 49 · EIN 39-1236032 | Other Services | $7,664 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,371 | $86,286-30.0% | $111,297-45.8% | $85,850-29.7% |
| Participation rate | 67.7% | 73.3%-5.6pp | 77.3%-9.6pp | 69.3%-1.6pp |
| Annual return | 15.77% | 19.99%-4.2pp | 54.65%-38.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,181 | $2,043-42.2% | $2,731-56.7% | $2,565-53.9% |
| Participant deferral / active EE | $3,449 | $3,641-5.3% | $4,487-23.1% | $3,952-12.7% |
| Admin fee / account holder | $19 | $8,188-99.8% | $7,964-99.8% | $6,260-99.7% |