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 INC3+ years Service code 49 · EIN 51-0120742 | Other Services | $9,020 |
Filed as: NATIONAL BENEFIT SERVICES INC Service code 13 · EIN 36-2998347 | Contract Administrator | $8,492 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,316 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,853 | $161,852-68.6% | $92,233-44.9% | - |
| Participation rate | 76.8% | 64.7%+12.0pp | 76.5%+0.3pp | - |
| Annual return | 17.31% | 7.35%+10.0pp | 176.28%-159.0pp | - |
| Employer contribution / active EE | $1,522 | $1,845-17.5% | $3,679-58.6% | - |
| Participant deferral / active EE | $3,875 | $2,669+45.2% | $3,897-0.6% | - |
| Admin fee / account holder | $72 | $7,254-99.0% | $5,194-98.6% | - |