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 |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,623 |
WIN SUM SKI CORP1 year Service code 10 · EIN 16-0816446 | Accounting | $10,850 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,462 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,540 | $46,722+83.1% | $130,648-34.5% | $65,185+31.2% |
| Participation rate | 97.4% | 60.9%+36.4pp | 71.7%+25.6pp | 70.2%+27.2pp |
| Annual return | 10.06% | 24.17%-14.1pp | 1708.96%-1698.9pp | 29.38%-19.3pp |
| Employer contribution / active EE | $3,871 | $1,488+160.2% | $4,092-5.4% | $2,177+77.8% |
| Participant deferral / active EE | $2,853 | $2,545+12.1% | $3,603-20.8% | $3,514-18.8% |
| Admin fee / account holder | $35 | $453-92.3% | $5,464-99.4% | $847-95.9% |