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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.
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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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,990 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,103 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,843 | $30,588+36.8% | $53,898-22.4% | $85,563-51.1% |
| Participation rate | 19.0% | 26.3%-7.4pp | 55.0%-36.0pp | 66.0%-47.0pp |
| Annual return | 14.70% | 50.42%-35.7pp | 528.60%-513.9pp | 31.51%-16.8pp |
| Employer contribution / active EE | $357 | $436-18.0% | $932-61.7% | $2,654-86.5% |
| Participant deferral / active EE | $815 | $848-3.9% | $1,826-55.4% | $4,375-81.4% |
| Admin fee / account holder | $488 | $1,879-74.0% | $2,491-80.4% | $834-41.5% |