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 COMPANY3+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127929 | Contract Administrator | $33,001 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $14,279 |
GOLDLEAF PARTNERS3+ years Service code 13 · EIN 45-0514557 | Contract Administrator | $6,491 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $43,539 | $107,015-59.3% | $73,545-40.8% | $147,584-70.5% |
| Participation rate | 83.3% | 66.4%+17.0pp | 54.9%+28.4pp | 82.8%+0.5pp |
| Annual return | 14.66% | 38.25%-23.6pp | -15.16%+29.8pp | 578.55%-563.9pp |
| Employer contribution / active EE | $21,199 | $1,760+1104.5% | $1,219+1639.1% | $4,876+334.7% |
| Participant deferral / active EE | $46,403 | $2,462+1785.0% | $1,806+2469.3% | $5,439+753.2% |
| Admin fee / account holder | $269 | $3,055-91.2% | $2,320-88.4% | $10,885-97.5% |