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) | $90,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,266 |
ASSURANCE DIMENSIONS8 years Service code 27 4920 W. CYPRESS ST. · TAMPA, FL 33607 | Advisory (Plan) | $13,905 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $232,302 | $108,719+113.7% | $101,326+129.3% | $85,563+171.5% |
| Participation rate | 96.1% | 80.9%+15.2pp | 81.5%+14.6pp | 66.0%+30.1pp |
| Annual return | 14.06% | 20.95%-6.9pp | 36.82%-22.8pp | 31.51%-17.5pp |
| Employer contribution / active EE | $4,772 | $3,114+53.2% | $3,665+30.2% | $2,654+79.8% |
| Participant deferral / active EE | $13,825 | $8,545+61.8% | $7,994+72.9% | $4,375+216.0% |
| Admin fee / account holder | $185 | $685-72.9% | $11,185-98.3% | $834-77.8% |