See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $73,729 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,396 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,148 | $241,101-84.6% | $103,333-64.1% | $199,593-81.4% |
| Participation rate | 51.4% | 78.3%-26.9pp | 74.5%-23.1pp | 72.0%-20.5pp |
| Annual return | 12.68% | 17.80%-5.1pp | 24.88%-12.2pp | 34.25%-21.6pp |
| Employer contribution / active EE | $854 | $4,244-79.9% | $3,868-77.9% | $3,034-71.9% |
| Participant deferral / active EE | $2,940 | $3,958-25.7% | $5,057-41.9% | $5,087-42.2% |
| Admin fee / account holder | $40 | $288-86.1% | $8,355-99.5% | $269-85.1% |