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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Service code 49 · EIN 51-0120742 | Other Services | $48,444 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,925 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,085 | $74,089+21.6% | $133,980-32.8% | $55,167+63.3% |
| Participation rate | 97.5% | 84.3%+13.2pp | 87.1%+10.4pp | 69.0%+28.5pp |
| Annual return | 10.51% | 12.11%-1.6pp | 29.30%-18.8pp | 169.23%-158.7pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $12,590 | $4,678+169.1% | $6,282+100.4% | $3,054+312.2% |
| Admin fee / account holder | $9 | $458-98.1% | $9,324-99.9% | $504-98.3% |