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 INC5+ years Service code 49 · EIN 51-0120742 | Other Services | $109,530 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,294 |
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 | $56,347 | $105,247-46.5% | $87,100-35.3% | $77,787-27.6% |
| Participation rate | 95.4% | 85.8%+9.6pp | 76.9%+18.5pp | 73.2%+22.2pp |
| Annual return | 23.07% | 24.52%-1.4pp | 28.19%-5.1pp | 32.57%-9.5pp |
| Employer contribution / active EE | $1,043 | $2,895-64.0% | $2,521-58.6% | $2,504-58.4% |
| Participant deferral / active EE | $3,567 | $5,060-29.5% | $4,049-11.9% | $3,967-10.1% |
| Admin fee / account holder | $50 | $104-51.7% | $7,497-99.3% | $100-49.5% |