See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $52,747 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,656 | $91,407+18.9% | $135,903-20.0% | $71,457+52.1% |
| Participation rate | 98.9% | 75.7%+23.2pp | 81.9%+17.0pp | 67.9%+30.9pp |
| Annual return | 18.29% | 29.90%-11.6pp | 68.23%-49.9pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,703 | $3,7030% | $4,856-23.8% | $2,588+43.1% |
| Participant deferral / active EE | $12,248 | $7,092+72.7% | $7,758+57.9% | $4,289+185.6% |
| Admin fee / account holder | $265 | $1,266-79.0% | $10,762-97.5% | $1,587-83.3% |