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 INC11+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $70,505 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,861 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 155 FEDERAL STREET · BOSTON, MA 02110 | Accounting | $5,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,579 | $100,923+37.3% | $150,045-7.6% | $74,304+86.5% |
| Participation rate | 93.8% | 70.1%+23.7pp | 82.3%+11.4pp | 60.3%+33.4pp |
| Annual return | 17.31% | 51.77%-34.5pp | 62.55%-45.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $3,392 | $3,463-2.1% | $4,693-27.7% | $2,241+51.4% |
| Participant deferral / active EE | $12,362 | $6,709+84.2% | $7,997+54.6% | $3,767+228.1% |
| Admin fee / account holder | $354 | $2,767-87.2% | $13,435-97.4% | $2,969-88.1% |