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 7-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,239 |
ACTUARIAL BENEFITS CORP7+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 · EIN 20-1054428 | Contract Administrator | $41,098 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 | Advisory (Plan) | $31,850 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $31,850 |
CIUNI & PANICHI, INC.2 years Filed as: CIUNI & PANICHI, INC Service code 10 · EIN 34-1322309 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,912 | $129,021-13.3% | $184,203-39.2% | $77,643+44.1% |
| Participation rate | 72.3% | 87.3%-15.0pp | 86.8%-14.5pp | 70.6%+1.7pp |
| Annual return | 11.33% | 33.27%-21.9pp | 28.81%-17.5pp | 31.24%-19.9pp |
| Employer contribution / active EE | $2,412 | $4,413-45.3% | $6,427-62.5% | $2,726-11.5% |
| Participant deferral / active EE | $4,578 | $7,297-37.3% | $9,131-49.9% | $4,647-1.5% |
| Admin fee / account holder | $153 | $254-39.7% | $13,901-98.9% | $430-64.4% |