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 | $11,367 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $2,450 |
Participant contribution per participant 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 | $36,198 | $86,922-58.4% | $102,438-64.7% | $80,874-55.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.59% | 18.90%-7.3pp | 29.37%-17.8pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,559 | $2,369-34.2% | $3,024-48.4% | $2,756-43.4% |
| Participant deferral / active EE | $1,322 | $4,119-67.9% | $5,054-73.8% | $4,297-69.2% |
| Admin fee / account holder | $106 | $8,050-98.7% | $9,448-98.9% | $6,935-98.5% |