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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,854 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $70,372 |
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 | $111,084 | $44,960+147.1% | $84,966+30.7% | $74,495+49.1% |
| Participation rate | 96.6% | 49.4%+47.3pp | 67.5%+29.1pp | 67.2%+29.4pp |
| Annual return | 15.59% | 26.24%-10.7pp | 66.38%-50.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,477 | $1,457+1.4% | $2,727-45.8% | $2,623-43.7% |
| Participant deferral / active EE | $6,176 | $2,731+126.2% | $4,519+36.7% | $4,346+42.1% |
| Admin fee / account holder | $521 | $2,209-76.4% | $6,149-91.5% | $1,942-73.2% |