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 INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $96,590 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,412 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,226 | $130,141-56.0% | $86,677-34.0% | $77,904-26.5% |
| Participation rate | 91.7% | 85.9%+5.8pp | 76.6%+15.1pp | 73.7%+18.0pp |
| Annual return | -17.25% | -12.75%-4.5pp | 35.91%-53.2pp | 12.21%-29.5pp |
| Employer contribution / active EE | $1,117 | $3,220-65.3% | $2,836-60.6% | $2,848-60.8% |
| Participant deferral / active EE | $3,904 | $5,757-32.2% | $4,656-16.1% | $4,806-18.8% |
| Admin fee / account holder | $41 | $132-68.8% | $7,493-99.5% | $133-69.0% |