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 INC8+ years Service code 27 | Advisory (Plan) | $37,984 |
WIN SUM SKI CORP5 years Service code 10 · EIN 16-0816446 | Accounting | $9,640 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,425 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,153 | $48,335+103.1% | $121,098-18.9% | $71,457+37.4% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 4.67% | 23.32%-18.6pp | 985.75%-981.1pp | 28.85%-24.2pp |
| Employer contribution / active EE | $4,007 | $1,489+169.1% | $4,164-3.8% | $2,588+54.9% |
| Participant deferral / active EE | $3,613 | $2,754+31.2% | $4,080-11.4% | $4,289-15.7% |
| Admin fee / account holder | $49 | $1,841-97.3% | $5,644-99.1% | $1,587-96.9% |