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 | $121,065 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $63,562 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,673 | $101,724+51.1% | $164,813-6.8% | $80,856+90.1% |
| Participation rate | 98.7% | 71.8%+26.9pp | 78.6%+20.1pp | 67.6%+31.1pp |
| Annual return | 12.06% | 16.72%-4.7pp | 69.93%-57.9pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,579 | $2,953-12.7% | $4,341-40.6% | $2,755-6.4% |
| Participant deferral / active EE | $9,163 | $4,477+104.7% | $6,031+51.9% | $4,296+113.3% |
| Admin fee / account holder | $938 | $8,227-88.6% | $12,690-92.6% | $6,918-86.4% |