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 INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $37,032 |
WIN SUM SKI CORP3 years Service code 10 · EIN 16-0816446 | Accounting | $7,481 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,312 |
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 | $109,352 | $61,052+79.1% | $142,863-23.5% | $79,386+37.7% |
| Participation rate | 99.3% | 60.1%+39.2pp | 71.9%+27.3pp | 70.7%+28.6pp |
| Annual return | 30.51% | 16.02%+14.5pp | 5637.54%-5607.0pp | 116.85%-86.3pp |
| Employer contribution / active EE | $4,620 | $1,481+212.0% | $4,144+11.5% | $2,427+90.3% |
| Participant deferral / active EE | $2,944 | $2,879+2.2% | $3,837-23.3% | $4,046-27.2% |
| Admin fee / account holder | $27 | $659-96.0% | $6,560-99.6% | $626-95.8% |