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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $276,651 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,299 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,630 | $73,125-33.5% | $125,175-61.2% | $77,787-37.5% |
| Participation rate | 94.1% | 79.4%+14.7pp | 79.8%+14.3pp | 73.2%+20.9pp |
| Annual return | 22.65% | 24.71%-2.1pp | 43.79%-21.1pp | 32.57%-9.9pp |
| Employer contribution / active EE | $1,231 | $2,413-49.0% | $3,865-68.2% | $2,504-50.8% |
| Participant deferral / active EE | $3,732 | $3,966-5.9% | $4,937-24.4% | $3,967-5.9% |
| Admin fee / account holder | $137 | $89+52.8% | $9,702-98.6% | $100+36.5% |