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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,767 |
UBS FINANCIAL SERVICES INC7+ years Service code 49 · EIN 51-0120742 | Other Services | $19,865 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,053 | $61,156-70.5% | $185,823-90.3% | $79,386-77.3% |
| Participation rate | 96.6% | 66.6%+30.0pp | 81.7%+14.9pp | 70.7%+25.9pp |
| Annual return | 14.33% | 19.45%-5.1pp | 122.05%-107.7pp | 116.85%-102.5pp |
| Employer contribution / active EE | $639 | $2,321-72.4% | $5,167-87.6% | $2,427-73.7% |
| Participant deferral / active EE | $1,620 | $2,789-41.9% | $5,568-70.9% | $4,046-60.0% |
| Admin fee / account holder | $93 | $710-86.8% | $16,237-99.4% | $626-85.1% |