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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,893 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
UBS FINANCIAL SERVICES INC4+ years Service code 49 · EIN 51-0120742 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,127 | $54,237-70.3% | $90,281-82.1% | $67,579-76.1% |
| Participation rate | 65.7% | 68.6%-2.9pp | 73.3%-7.6pp | 71.3%-5.6pp |
| Annual return | 22.55% | 37.27%-14.7pp | 78.10%-55.6pp | 378.56%-356.0pp |
| Employer contribution / active EE | $1,476 | $1,846-20.1% | $2,854-48.3% | $2,148-31.3% |
| Participant deferral / active EE | $1,443 | $2,625-45.0% | $3,885-62.9% | $3,539-59.2% |
| Admin fee / account holder | $34 | $123-72.7% | $5,351-99.4% | $142-76.3% |