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 | $317,636 |
UBS FINANCIAL SERVICES INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $59,420 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,152 | $84,000-35.5% | $119,609-54.7% | $77,904-30.5% |
| Participation rate | 76.1% | 77.8%-1.7pp | 79.3%-3.1pp | 73.7%+2.5pp |
| Annual return | -16.74% | -11.59%-5.1pp | -14.97%-1.8pp | 12.21%-28.9pp |
| Employer contribution / active EE | $1,097 | $2,907-62.3% | $4,232-74.1% | $2,848-61.5% |
| Participant deferral / active EE | $3,798 | $4,705-19.3% | $5,602-32.2% | $4,806-21.0% |
| Admin fee / account holder | $155 | $116+34.1% | $10,323-98.5% | $133+17.2% |