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 27 | Advisory (Plan) | $9,724 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,202 |
INTAC ACTUARIAL SERVICES8+ years Service code 13 · EIN 22-2446239 | Contract Administrator | $7,020 |
INTAC ACTUARIAL SERVICES6 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 | Contract Administrator | $1,187 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,025 | $48,265-6.7% | $68,791-34.5% | $68,494-34.3% |
| Participation rate | 61.1% | 60.7%+0.4pp | 69.0%-7.9pp | 67.9%-6.8pp |
| Annual return | -12.91% | -12.71%-0.2pp | -6.38%-6.5pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,446 | $1,829+33.8% | $2,655-7.9% | $2,596-5.8% |
| Participant deferral / active EE | $1,967 | $2,867-31.4% | $3,941-50.1% | $4,027-51.2% |
| Admin fee / account holder | $484 | $4,355-88.9% | $4,932-90.2% | $5,403-91.0% |