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 10-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 | $52,623 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,755 |
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 | $144,420 | $57,281+152.1% | $86,612+66.7% | $75,163+92.1% |
| Participation rate | 98.5% | 63.2%+35.3pp | 71.7%+26.8pp | 67.2%+31.3pp |
| Annual return | 19.73% | 2670.75%-2651.0pp | 591.07%-571.3pp | 160.62%-140.9pp |
| Employer contribution / active EE | $7,521 | $2,314+225.0% | $3,022+148.8% | $2,670+181.7% |
| Participant deferral / active EE | $10,519 | $3,318+217.1% | $4,438+137.0% | $4,125+155.0% |
| Admin fee / account holder | $435 | $4,112-89.4% | $5,614-92.3% | $5,651-92.3% |