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 INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $69,342 |
Service code 37 · EIN 04-2647786 | Loan Processing | $57,876 |
CITRIN COOPERMAN1 year Service code 10 · EIN 22-2428965 | Accounting | $21,094 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,646 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,799 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,437 | $119,446-16.8% | $150,045-33.7% | $85,563+16.2% |
| Participation rate | 99.0% | 75.4%+23.5pp | 82.3%+16.6pp | 66.0%+33.0pp |
| Annual return | 16.85% | 23.72%-6.9pp | 62.55%-45.7pp | 31.51%-14.7pp |
| Employer contribution / active EE | $3,650 | $4,078-10.5% | $4,693-22.2% | $2,654+37.6% |
| Participant deferral / active EE | $11,175 | $7,985+40.0% | $7,997+39.7% | $4,375+155.4% |
| Admin fee / account holder | $265 | $548-51.6% | $13,435-98.0% | $834-68.2% |