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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $57,508 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 | Advisory (Plan) | $26,851 |
Filed as: SHEAKLEY WORKFORCE MANAGEMENT, LLC Service code 13 · EIN 82-3571106 | Contract Administrator | $9,038 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,224 | $79,184+6.4% | $102,438-17.8% | $74,546+13.0% |
| Participation rate | 94.5% | 74.8%+19.8pp | 76.5%+18.0pp | 67.2%+27.3pp |
| Annual return | 14.50% | 54.95%-40.5pp | 29.37%-14.9pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $1,036 | $2,362-56.1% | $3,024-65.7% | $2,624-60.5% |
| Participant deferral / active EE | $4,846 | $4,414+9.8% | $5,054-4.1% | $4,347+11.5% |
| Admin fee / account holder | $447 | $2,001-77.7% | $9,448-95.3% | $1,944-77.0% |