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 INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $29,690 |
WIN SUM SKI CORP2 years Service code 10 · EIN 16-0816446 | Accounting | $7,384 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,303 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,465 | $53,901+71.5% | $134,143-31.1% | $73,488+25.8% |
| Participation rate | 98.6% | 62.8%+35.8pp | 72.2%+26.4pp | 70.7%+27.9pp |
| Annual return | 6.05% | 15.82%-9.8pp | 36.33%-30.3pp | 28.51%-22.5pp |
| Employer contribution / active EE | $3,491 | $1,458+139.4% | $3,704-5.7% | $2,270+53.8% |
| Participant deferral / active EE | $2,708 | $2,739-1.1% | $3,499-22.6% | $3,740-27.6% |
| Admin fee / account holder | $41 | $581-92.9% | $6,684-99.4% | $513-92.0% |