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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,560 |
UBS FINANCIAL SERVICES INC2+ years Service code 49 · EIN 51-0120742 | Other Services | $3,899 |
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 | $103,403 | $50,637+104.2% | $86,590+19.4% | $62,292+66.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.09% | 20.80%-3.7pp | 964.84%-947.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $10,302 | $2,075+396.4% | $2,839+262.8% | $2,042+404.4% |
| Participant deferral / active EE | $10,387 | $2,611+297.8% | $3,609+187.9% | $3,169+227.8% |
| Admin fee / account holder | $69 | $413-83.2% | $4,906-98.6% | $479-85.5% |