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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,984 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,643 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,635 | $60,165-5.9% | $74,183-23.7% | $55,167+2.7% |
| Participation rate | 98.2% | 74.2%+24.1pp | 76.6%+21.6pp | 69.0%+29.2pp |
| Annual return | 6.39% | 10.00%-3.6pp | 17.74%-11.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,149 | $2,973+39.6% | $3,550+16.9% | $3,054+35.8% |
| Admin fee / account holder | $193 | $419-54.0% | $5,586-96.5% | $504-61.7% |