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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,119 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,425 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $13,992 | $37,213-62.4% | $156,549-91.1% | $63,975-78.1% |
| Participation rate | 83.5% | 65.0%+18.5pp | 84.0%-0.5pp | 71.1%+12.3pp |
| Annual return | 8.28% | 47.89%-39.6pp | 32.23%-23.9pp | 48.65%-40.4pp |
| Employer contribution / active EE | $369 | $1,357-72.8% | $5,501-93.3% | $2,182-83.1% |
| Participant deferral / active EE | $1,342 | $2,070-35.2% | $4,871-72.5% | $3,356-60.0% |
| Admin fee / account holder | $29 | $56-49.1% | $13,027-99.8% | $70-59.3% |