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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $233,149 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 51-0120742 | Advisory (Plan) | $89,289 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,501 | $79,519+42.7% | $95,952+18.3% | $73,409+54.6% |
| Participation rate | 96.0% | 81.2%+14.9pp | 77.1%+19.0pp | 72.2%+23.9pp |
| Annual return | 16.57% | 19.20%-2.6pp | 91.61%-75.0pp | 59.29%-42.7pp |
| Employer contribution / active EE | $5,012 | $2,048+144.8% | $2,541+97.3% | $2,234+124.4% |
| Participant deferral / active EE | $8,152 | $4,138+97.0% | $4,167+95.6% | $3,805+114.2% |
| Admin fee / account holder | $527 | $184+186.2% | $6,795-92.2% | $158+234.1% |