See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,194 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,194 | $29,548+29.3% | $56,411-32.3% | $77,643-50.8% |
| Participation rate | 24.2% | 32.7%-8.5pp | 52.5%-28.2pp | 70.6%-46.3pp |
| Annual return | 12.27% | 19.01%-6.7pp | 1701.33%-1689.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $544 | $568-4.2% | $1,039-47.7% | $2,726-80.1% |
| Participant deferral / active EE | $825 | $1,061-22.3% | $1,952-57.8% | $4,647-82.3% |
| Admin fee / account holder | $405 | $1,046-61.2% | $2,829-85.7% | $430-5.8% |