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 |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,584 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,901 | $68,573+74.9% | $120,368-0.4% | $80,874+48.3% |
| Participation rate | 97.6% | 61.6%+36.0pp | 71.9%+25.7pp | 67.6%+29.9pp |
| Annual return | 12.02% | 23.61%-11.6pp | 107.26%-95.2pp | 35.62%-23.6pp |
| Employer contribution / active EE | $2,475 | $2,052+20.6% | $3,465-28.6% | $2,756-10.2% |
| Participant deferral / active EE | $5,257 | $3,174+65.6% | $4,991+5.3% | $4,297+22.4% |
| Admin fee / account holder | $20 | $5,734-99.7% | $9,429-99.8% | $6,935-99.7% |