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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,467 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $11,940 |
Filed as: UBS FINANCIAL SERVICES Service code 49 · EIN 51-0120742 | Other Services | $0 |
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 | $17,544 | $61,272-71.4% | $149,673-88.3% | $71,457-75.4% |
| Participation rate | 90.1% | 62.5%+27.6pp | 78.8%+11.4pp | 67.9%+22.2pp |
| Annual return | 15.05% | 35.85%-20.8pp | 134.42%-119.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $604 | $2,378-74.6% | $4,818-87.5% | $2,588-76.7% |
| Participant deferral / active EE | $1,524 | $2,917-47.8% | $5,680-73.2% | $4,289-64.5% |
| Admin fee / account holder | $207 | $1,261-83.6% | $13,210-98.4% | $1,587-86.9% |