Filed January 28, 2022
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,332 |
UBS FINANCIAL SERVICES INC3+ years Service code 49 · EIN 51-0120742 | Other Services | $3,343 |
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 | $22,747 | $53,925-57.8% | $75,670-69.9% | $69,631-67.3% |
| Participation rate | 92.8% | 71.2%+21.6pp | 72.3%+20.5pp | 70.7%+22.2pp |
| Annual return | 33.45% | 17.84%+15.6pp | 27.34%+6.1pp | 27571.02%-27537.6pp |
| Employer contribution / active EE | $2,181 | $1,802+21.0% | $2,352-7.3% | $2,032+7.3% |
| Participant deferral / active EE | $4,214 | $2,569+64.0% | $3,142+34.1% | $3,224+30.7% |
| Admin fee / account holder | $33 | $97-66.5% | $5,800-99.4% | $110-70.5% |