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 9-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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 49 · EIN 51-0120742 | Other Services | $37,880 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,619 |
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 | $103,130 | $63,905+61.4% | $74,183+39.0% | $57,658+78.9% |
| Participation rate | 98.6% | 79.8%+18.8pp | 76.6%+22.0pp | 70.2%+28.3pp |
| Annual return | 8.25% | 60.60%-52.4pp | 17.74%-9.5pp | 5.13%+3.1pp |
| Employer contribution / active EE | $3,598 | $1,840+95.5% | $2,370+51.8% | $1,974+82.3% |
| Participant deferral / active EE | $6,532 | $3,448+89.4% | $3,550+84.0% | $3,061+113.4% |
| Admin fee / account holder | $20 | $91-78.2% | $5,586-99.6% | $95-79.0% |