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 | $108,658 |
UBS FINANCIAL SERVICES INC3+ years Service code 49 · EIN 51-0120742 | Other Services | $47,813 |
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 | $68,946 | $69,305-0.5% | $82,313-16.2% | $69,631-1.0% |
| Participation rate | 88.4% | 80.3%+8.1pp | 76.9%+11.5pp | 70.7%+17.7pp |
| Annual return | 20.91% | 21.47%-0.6pp | 25.88%-5.0pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $4,021 | $1,887+113.1% | $2,428+65.6% | $2,032+97.9% |
| Participant deferral / active EE | $6,531 | $3,568+83.0% | $3,706+76.2% | $3,224+102.6% |
| Admin fee / account holder | $274 | $97+182.0% | $5,608-95.1% | $110+148.2% |