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 INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $38,890 |
WIN SUM SKI CORP4 years Service code 10 · EIN 16-0816446 | Accounting | $13,400 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,146 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,602 | $45,602+127.2% | $117,472-11.8% | $66,914+54.8% |
| Participation rate | 96.6% | 57.6%+39.0pp | 70.6%+26.1pp | 69.8%+26.8pp |
| Annual return | -13.81% | -16.74%+2.9pp | 29.74%-43.5pp | 1.58%-15.4pp |
| Employer contribution / active EE | $4,340 | $1,579+174.9% | $4,176+3.9% | $2,544+70.6% |
| Participant deferral / active EE | $3,201 | $2,845+12.5% | $4,070-21.4% | $4,237-24.5% |
| Admin fee / account holder | $45 | $661-93.3% | $5,645-99.2% | $593-92.5% |