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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $373,209 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,240 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $42,871 | $2,679,533-98.4% | $164,813-74.0% | $199,593-78.5% |
| Participation rate | 92.6% | 78.3%+14.2pp | 78.6%+13.9pp | 72.0%+20.6pp |
| Annual return | 16.14% | 17.93%-1.8pp | 69.93%-53.8pp | 34.25%-18.1pp |
| Employer contribution / active EE | $1,214 | $2,970-59.1% | $4,341-72.0% | $3,034-60.0% |
| Participant deferral / active EE | $3,987 | $5,010-20.4% | $6,031-33.9% | $5,087-21.6% |
| Admin fee / account holder | $106 | $1,982-94.7% | $12,690-99.2% | $269-60.7% |