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 INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $102,859 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,066 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,352 | $110,299-35.3% | $102,423-30.3% | $199,593-64.3% |
| Participation rate | 81.9% | 86.3%-4.4pp | 76.5%+5.4pp | 72.0%+9.9pp |
| Annual return | 14.00% | 35.73%-21.7pp | 29.32%-15.3pp | 34.25%-20.2pp |
| Employer contribution / active EE | $1,049 | $3,603-70.9% | $3,023-65.3% | $3,034-65.4% |
| Participant deferral / active EE | $3,731 | $6,376-41.5% | $5,053-26.2% | $5,087-26.6% |
| Admin fee / account holder | $48 | $122-60.9% | $9,451-99.5% | $269-82.2% |