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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $297,892 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 · EIN 20-1054428 | Contract Administrator | $78,514 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $37,454 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $18,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $135,850 | $160,882-15.6% | $200,582-32.3% | $102,872+32.1% |
| Participation rate | 95.3% | 91.2%+4.1pp | 86.9%+8.4pp | 73.0%+22.3pp |
| Annual return | 18.66% | 18.15%+0.5pp | 42.33%-23.7pp | 19.06%-0.4pp |
| Employer contribution / active EE | $4,438 | $5,602-20.8% | $6,419-30.9% | $3,526+25.8% |
| Participant deferral / active EE | $10,256 | $9,300+10.3% | $9,331+9.9% | $5,535+85.3% |
| Admin fee / account holder | $147 | $125+17.5% | $16,305-99.1% | $292-49.8% |