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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,752 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $62,328 |
PREMIER PENSION SOLUTIONS, LLC5+ years Service code 13 · EIN 20-2274261 | Contract Administrator | $11,632 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 | Advisory (Plan) | $76 |
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 | $62,039 | $100,801-38.5% | $149,696-58.6% | $73,409-15.5% |
| Participation rate | 75.0% | 77.7%-2.7pp | 82.5%-7.5pp | 72.2%+2.8pp |
| Annual return | 22.39% | 265.34%-242.9pp | 276.60%-254.2pp | 59.29%-36.9pp |
| Employer contribution / active EE | $2,468 | $3,312-25.5% | $4,644-46.9% | $2,234+10.5% |
| Participant deferral / active EE | $8,117 | $6,404+26.7% | $6,842+18.6% | $3,805+113.3% |
| Admin fee / account holder | $348 | $181+92.6% | $9,309-96.3% | $158+120.5% |