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 |
|---|---|---|
Service code 27 · EIN 47-2674388 | Advisory (Plan) | $30,792 |
UNION SPECIAL LLC7 years Filed as: UNION SPECIAL, LLC Service code 13 · EIN 26-2167565 | Contract Administrator | $20,910 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,631 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,223 | $71,883+40.8% | $86,677+16.8% | $68,494+47.8% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -13.14% | 3.52%-16.7pp | 35.91%-49.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $182 | $2,173-91.6% | $2,836-93.6% | $2,596-93.0% |
| Participant deferral / active EE | $3,704 | $3,779-2.0% | $4,656-20.4% | $4,027-8.0% |
| Admin fee / account holder | $630 | $6,112-89.7% | $7,493-91.6% | $5,403-88.3% |