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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,846 |
UBS FINANCIAL SERVICES INC1+ years Service code 49 · EIN 51-0120742 | Other Services | $1,218 |
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 | $44,113 | $43,423+1.6% | $78,689-43.9% | $55,167-20.0% |
| Participation rate | 86.0% | 68.0%+17.9pp | 73.6%+12.4pp | 69.0%+17.0pp |
| Annual return | 11.23% | 11.53%-0.3pp | 62.18%-50.9pp | 169.23%-158.0pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,368 | $2,509+74.1% | $3,517+24.2% | $3,054+43.0% |
| Admin fee / account holder | $36 | $416-91.4% | $4,510-99.2% | $504-92.9% |