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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,226 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,475 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,018 | $71,192-12.9% | $117,854-47.4% | $62,292-0.4% |
| Participation rate | 98.0% | 74.2%+23.8pp | 79.7%+18.3pp | 69.5%+28.5pp |
| Annual return | 16.54% | 18.66%-2.1pp | 335.08%-318.5pp | 28.90%-12.4pp |
| Employer contribution / active EE | $2,034 | $1,934+5.2% | $3,786-46.3% | $2,042-0.4% |
| Participant deferral / active EE | $6,388 | $3,189+100.3% | $4,482+42.5% | $3,169+101.6% |
| Admin fee / account holder | $31 | $587-94.7% | $8,020-99.6% | $479-93.5% |