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 INC8+ years Service code 49 · EIN 39-1236032 | Other Services | $7,239 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,609 |
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 | $39,684 | $65,435-39.4% | $86,677-54.2% | $66,914-40.7% |
| Participation rate | 59.4% | 75.5%-16.0pp | 76.6%-17.2pp | 69.8%-10.4pp |
| Annual return | -15.50% | -10.89%-4.6pp | 35.91%-51.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,002 | $2,153-53.5% | $2,836-64.7% | $2,544-60.6% |
| Participant deferral / active EE | $3,049 | $4,100-25.6% | $4,656-34.5% | $4,237-28.0% |
| Admin fee / account holder | $21 | $642-96.7% | $7,493-99.7% | $593-96.4% |