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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,451 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,882 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,100 | $55,415-72.8% | $155,509-90.3% | $74,495-79.7% |
| Participation rate | 81.0% | 61.9%+19.1pp | 78.2%+2.8pp | 67.2%+13.8pp |
| Annual return | 10.97% | 268.50%-257.5pp | 64.67%-53.7pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $541 | $2,267-76.1% | $4,672-88.4% | $2,623-79.4% |
| Participant deferral / active EE | $1,260 | $2,836-55.6% | $5,626-77.6% | $4,346-71.0% |
| Admin fee / account holder | $195 | $1,738-88.8% | $15,912-98.8% | $1,942-90.0% |