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 | $9,737 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,243 |
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 | $52,826 | $50,637+4.3% | $86,590-39.0% | $62,292-15.2% |
| Participation rate | 95.1% | 67.9%+27.2pp | 73.5%+21.5pp | 69.5%+25.6pp |
| Annual return | 21.69% | 20.80%+0.9pp | 964.84%-943.2pp | 28.90%-7.2pp |
| Employer contribution / active EE | $5,444 | $2,075+162.3% | $2,839+91.7% | $2,042+166.6% |
| Participant deferral / active EE | $5,706 | $2,611+118.5% | $3,609+58.1% | $3,169+80.0% |
| Admin fee / account holder | $40 | $413-90.4% | $4,906-99.2% | $479-91.8% |