Filed October 14, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $88,763 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,938 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,193 | $91,517+23.7% | $101,248+11.8% | $73,409+54.2% |
| Participation rate | 88.4% | 73.8%+14.7pp | 75.8%+12.6pp | 72.2%+16.3pp |
| Annual return | 57.42% | 17.17%+40.3pp | 46.47%+10.9pp | 59.29%-1.9pp |
| Employer contribution / active EE | $2,908 | $2,877+1.1% | $3,660-20.5% | $2,234+30.2% |
| Participant deferral / active EE | $8,882 | $3,338+166.0% | $4,370+103.2% | $3,805+133.4% |
| Admin fee / account holder | $97 | $216-55.0% | $5,945-98.4% | $158-38.5% |