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 INC6+ years Service code 27 · EIN 51-0120742 | Advisory (Plan) | $125,408 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,848 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,393 | $176,491-65.2% | $95,952-36.0% | $90,288-32.0% |
| Participation rate | 94.4% | 86.6%+7.8pp | 77.1%+17.3pp | 73.4%+21.0pp |
| Annual return | 14.55% | 20.14%-5.6pp | 91.61%-77.1pp | 53.97%-39.4pp |
| Employer contribution / active EE | $956 | $2,789-65.7% | $2,541-62.4% | $2,524-62.1% |
| Participant deferral / active EE | $3,286 | $5,340-38.5% | $4,167-21.1% | $4,232-22.4% |
| Admin fee / account holder | $41 | $154-73.2% | $6,795-99.4% | $114-63.8% |