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 |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $35,324 |
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD INSURANCE SERVICE INC Service code 49 | Other Services | $9,224 |
Service code 13 · EIN 39-1444845 PO BOX 907 · WAUSAU, WI 544020907 | Contract Administrator | $7,037 |
BAIRD INSURANCE SERVICES INC2 years Service code 49 · EIN 39-1236032 777 E WISCONSIN AVE · MILWAUKEE, WI 532025300 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,111 | $89,739-68.7% | $149,718-81.2% | $62,292-54.9% |
| Participation rate | 87.8% | 85.1%+2.7pp | 87.1%+0.8pp | 69.5%+18.3pp |
| Annual return | 22.82% | 21.01%+1.8pp | 1501.63%-1478.8pp | 28.90%-6.1pp |
| Employer contribution / active EE | $1,680 | $3,233-48.0% | $5,445-69.1% | $2,042-17.7% |
| Participant deferral / active EE | $2,557 | $4,797-46.7% | $6,569-61.1% | $3,169-19.3% |
| Admin fee / account holder | $219 | $551-60.2% | $11,283-98.1% | $479-54.2% |