See peer percentile detail. $4.99 for your first month.
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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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,057 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $14,999 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,634 | $56,443-5.0% | $83,848-36.0% | $55,725-3.8% |
| Participation rate | 45.6% | 72.0%-26.5pp | 76.1%-30.6pp | 70.9%-25.3pp |
| Annual return | 82.05% | 393.67%-311.6pp | 850.88%-768.8pp | 244.93%-162.9pp |
| Employer contribution / active EE | $927 | $2,682-65.4% | $3,631-74.5% | $2,078-55.4% |
| Participant deferral / active EE | $1,577 | $2,965-46.8% | $4,082-61.4% | $3,356-53.0% |
| Admin fee / account holder | $175 | $156+12.2% | $5,478-96.8% | $115+52.2% |