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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $242,488 |
Filed as: UBS FINANCIAL SERVICES Service code 13 · EIN 58-1456434 | Contract Administrator | $43,260 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,485 | $95,918-33.8% | $151,611-58.1% | $77,904-18.5% |
| Participation rate | 97.1% | 88.7%+8.4pp | 87.5%+9.6pp | 73.7%+23.4pp |
| Annual return | -12.76% | -5.50%-7.3pp | 3.33%-16.1pp | 12.21%-25.0pp |
| Employer contribution / active EE | $2,339 | $4,330-46.0% | $6,166-62.1% | $2,848-17.9% |
| Participant deferral / active EE | $7,058 | $7,508-6.0% | $8,363-15.6% | $4,806+46.9% |
| Admin fee / account holder | $69 | $93-26.0% | $11,616-99.4% | $133-47.9% |