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 INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $90,716 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,427 |
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 | $65,483 | $104,697-37.5% | $96,544-32.2% | $80,160-18.3% |
| Participation rate | 86.8% | 86.4%+0.4pp | 76.0%+10.8pp | 72.9%+13.9pp |
| Annual return | 17.82% | 21.78%-4.0pp | 25.84%-8.0pp | 40.38%-22.6pp |
| Employer contribution / active EE | $1,085 | $3,536-69.3% | $2,965-63.4% | $2,978-63.6% |
| Participant deferral / active EE | $3,734 | $6,188-39.7% | $4,851-23.0% | $5,017-25.6% |
| Admin fee / account holder | $43 | $107-60.0% | $8,252-99.5% | $145-70.5% |