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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,249 |
BAIRD FUNDS7 years Filed as: ROBERT W BAIRD & CO INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $40,000 |
THE RETIREMENT ADVANTAGE INC6 years Service code 49 · EIN 39-1816008 | Other Services | $21,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,600 | $52,122+20.1% | $104,294-40.0% | $64,808-3.4% |
| Participation rate | 42.7% | 56.0%-13.4pp | 73.3%-30.6pp | 71.5%-28.8pp |
| Annual return | -15.02% | 13.26%-28.3pp | 24.61%-39.6pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,244 | $1,627-23.6% | $3,372-63.1% | $2,506-50.4% |
| Participant deferral / active EE | $2,058 | $2,823-27.1% | $4,625-55.5% | $4,310-52.3% |
| Admin fee / account holder | $297 | $155+91.8% | $7,339-96.0% | $188+57.9% |