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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,494 |
UBS FINANCIAL SERVICES INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,939 |
PREMIER PENSION SOLUTIONS, LLC7+ years Service code 13 · EIN 20-2274261 | Contract Administrator | $16,444 |
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 | $58,920 | $82,202-28.3% | $125,339-53.0% | $64,808-9.1% |
| Participation rate | 78.2% | 77.9%+0.4pp | 82.4%-4.1pp | 71.5%+6.8pp |
| Annual return | -13.00% | 3.48%-16.5pp | 572.05%-585.1pp | 32.82%-45.8pp |
| Employer contribution / active EE | $2,661 | $3,615-26.4% | $4,814-44.7% | $2,506+6.2% |
| Participant deferral / active EE | $8,949 | $7,175+24.7% | $7,446+20.2% | $4,310+107.6% |
| Admin fee / account holder | $198 | $163+21.1% | $10,010-98.0% | $188+5.3% |