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 INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $53,492 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $44,343 |
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 | $195,758 | $101,317+93.2% | $146,958+33.2% | $74,495+162.8% |
| Participation rate | 74.9% | 75.5%-0.7pp | 82.2%-7.3pp | 67.2%+7.7pp |
| Annual return | 14.40% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,592 | $3,810-32.0% | $4,933-47.4% | $2,623-1.2% |
| Participant deferral / active EE | $10,670 | $7,303+46.1% | $8,070+32.2% | $4,346+145.5% |
| Admin fee / account holder | $507 | $1,739-70.8% | $12,998-96.1% | $1,942-73.9% |