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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Service code 49 · EIN 51-0120742 | Other Services | $10,808 |
Filed as: NATIONAL BENEFIT SERVICES INC Service code 13 · EIN 36-2998347 | Contract Administrator | $6,955 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,682 | $57,921-33.2% | $84,750-54.4% | $57,658-32.9% |
| Participation rate | 36.3% | 72.9%-36.7pp | 76.6%-40.3pp | 70.2%-34.0pp |
| Annual return | 7.24% | 10.24%-3.0pp | 22.78%-15.5pp | 5.13%+2.1pp |
| Employer contribution / active EE | $525 | $2,598-79.8% | $3,574-85.3% | $1,974-73.4% |
| Participant deferral / active EE | $1,359 | $2,742-50.5% | $3,712-63.4% | $3,061-55.6% |
| Admin fee / account holder | $53 | $130-59.2% | $5,332-99.0% | $95-44.0% |