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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,744 |
UBS FINANCIAL SERVICES INC1+ years Service code 49 · EIN 51-0120742 | Other Services | $2,462 |
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 | $85,198 | $43,423+96.2% | $78,689+8.3% | $55,167+54.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 9.80% | 11.53%-1.7pp | 62.18%-52.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $9,962 | $1,997+398.9% | $2,851+249.5% | $1,963+407.6% |
| Participant deferral / active EE | $10,405 | $2,509+314.7% | $3,517+195.9% | $3,054+240.7% |
| Admin fee / account holder | $22 | $416-94.8% | $4,510-99.5% | $504-95.7% |