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 INC7 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $17,585 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $16,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,024 | $55,415+48.0% | $155,509-47.3% | $74,495+10.1% |
| Participation rate | 31.7% | 61.9%-30.3pp | 78.2%-46.5pp | 67.2%-35.5pp |
| Annual return | 15.38% | 268.50%-253.1pp | 64.67%-49.3pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $658 | $2,267-71.0% | $4,672-85.9% | $2,623-74.9% |
| Participant deferral / active EE | $1,185 | $2,836-58.2% | $5,626-78.9% | $4,346-72.7% |
| Admin fee / account holder | $331 | $1,738-80.9% | $15,912-97.9% | $1,942-82.9% |