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 INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,874 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,367 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,070 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,890 | $106,028-23.7% | $146,958-45.0% | $77,643+4.2% |
| Participation rate | 94.5% | 78.4%+16.2pp | 82.2%+12.4pp | 70.6%+24.0pp |
| Annual return | 16.81% | 56.73%-39.9pp | 418.34%-401.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $3,333 | $4,063-18.0% | $4,933-32.4% | $2,726+22.3% |
| Participant deferral / active EE | $9,926 | $7,990+24.2% | $8,070+23.0% | $4,647+113.6% |
| Admin fee / account holder | $186 | $337-44.9% | $12,998-98.6% | $430-56.8% |