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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,413 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $58,988 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,683 | $37,393+118.4% | $77,024+6.0% | $66,914+22.1% |
| Participation rate | 95.9% | 52.9%+43.0pp | 67.9%+28.0pp | 69.8%+26.1pp |
| Annual return | -19.03% | -3.29%-15.7pp | 42.32%-61.3pp | 1.58%-20.6pp |
| Employer contribution / active EE | $1,257 | $1,531-17.9% | $2,812-55.3% | $2,544-50.6% |
| Participant deferral / active EE | $5,315 | $2,617+103.1% | $4,426+20.1% | $4,237+25.4% |
| Admin fee / account holder | $472 | $567-16.7% | $5,425-91.3% | $593-20.5% |