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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,783 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $58,597 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,322 | $41,078+132.0% | $80,569+18.3% | $71,457+33.4% |
| Participation rate | 96.1% | 50.2%+45.9pp | 67.0%+29.1pp | 67.9%+28.1pp |
| Annual return | 18.00% | 38.45%-20.5pp | 935.43%-917.4pp | 28.85%-10.8pp |
| Employer contribution / active EE | $1,388 | $1,506-7.8% | $2,723-49.0% | $2,588-46.4% |
| Participant deferral / active EE | $5,855 | $2,699+116.9% | $4,447+31.7% | $4,289+36.5% |
| Admin fee / account holder | $491 | $1,840-73.3% | $5,377-90.9% | $1,587-69.1% |