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 4-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127929 | Contract Administrator | $30,522 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $14,393 |
GOLDLEAF PARTNERS2+ years Service code 13 · EIN 45-0514557 | Contract Administrator | $5,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,076 | $23,385+58.5% | $69,182-46.4% | $57,658-35.7% |
| Participation rate | 22.8% | 37.9%-15.1pp | 55.1%-32.3pp | 70.2%-47.4pp |
| Annual return | 5.54% | -659.34%+664.9pp | -21.93%+27.5pp | 5.13%+0.4pp |
| Employer contribution / active EE | $226 | $422-46.6% | $1,206-81.3% | $1,974-88.6% |
| Participant deferral / active EE | $521 | $843-38.2% | $1,897-72.6% | $3,061-83.0% |
| Admin fee / account holder | $219 | $82+167.0% | $2,697-91.9% | $95+131.9% |