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 | $332,183 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,867 |
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 | $55,546 | $82,783-32.9% | $133,956-58.5% | $90,288-38.5% |
| Participation rate | 96.1% | 81.3%+14.8pp | 79.8%+16.3pp | 73.4%+22.7pp |
| Annual return | 17.16% | 21.89%-4.7pp | 45.09%-27.9pp | 53.97%-36.8pp |
| Employer contribution / active EE | $1,202 | $2,388-49.7% | $3,919-69.3% | $2,524-52.4% |
| Participant deferral / active EE | $3,923 | $4,291-8.6% | $5,048-22.3% | $4,232-7.3% |
| Admin fee / account holder | $158 | $93+70.0% | $8,927-98.2% | $114+38.4% |