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 INC8 years Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $36,130 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,046 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,825 | $89,436+106.7% | $164,813+12.1% | $77,643+138.0% |
| Participation rate | 98.2% | 78.6%+19.6pp | 78.6%+19.6pp | 70.6%+27.6pp |
| Annual return | 12.16% | 28.83%-16.7pp | 69.93%-57.8pp | 31.24%-19.1pp |
| Employer contribution / active EE | $5,435 | $2,569+111.6% | $4,341+25.2% | $2,726+99.4% |
| Participant deferral / active EE | $9,259 | $4,897+89.1% | $6,031+53.5% | $4,647+99.2% |
| Admin fee / account holder | $26 | $339-92.4% | $12,690-99.8% | $430-94.0% |