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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,730 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $48,583 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 | Contract Administrator | $12,140 |
WIN SUM SKI CORP7 years Service code 10 · EIN 16-0816446 | Accounting | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,432 | $53,053+117.6% | $126,539-8.8% | $74,304+55.4% |
| Participation rate | 88.0% | 48.0%+39.9pp | 69.8%+18.1pp | 60.3%+27.6pp |
| Annual return | 14.92% | 29.46%-14.5pp | 425.95%-411.0pp | 29.43%-14.5pp |
| Employer contribution / active EE | $4,065 | $1,168+248.2% | $3,674+10.7% | $2,241+81.4% |
| Participant deferral / active EE | $2,857 | $2,303+24.1% | $4,083-30.0% | $3,767-24.2% |
| Admin fee / account holder | $317 | $3,698-91.4% | $6,065-94.8% | $2,969-89.3% |