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 8-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 INC6+ years Service code 49 · EIN 51-0120742 | Other Services | $29,740 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,064 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,103 | $58,879-74.3% | $178,490-91.5% | $73,488-79.4% |
| Participation rate | 96.8% | 66.2%+30.6pp | 81.9%+14.9pp | 70.7%+26.2pp |
| Annual return | 14.55% | 24.86%-10.3pp | 151.07%-136.5pp | 28.51%-14.0pp |
| Employer contribution / active EE | $584 | $2,236-73.9% | $5,011-88.4% | $2,270-74.3% |
| Participant deferral / active EE | $1,413 | $2,567-44.9% | $5,202-72.8% | $3,740-62.2% |
| Admin fee / account holder | $71 | $400-82.2% | $13,984-99.5% | $513-86.1% |