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 INC4 years Service code 55 · EIN 13-2638166 | Other Commissions | $64,283 |
Service code 10 · EIN 06-0876812 | Accounting | $15,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$17,402 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,897 | $78,672+229.1% | $109,143+137.2% | $85,850+201.6% |
| Participation rate | 96.5% | 68.3%+28.2pp | 75.9%+20.6pp | 69.3%+27.2pp |
| Annual return | 12.07% | 25.09%-13.0pp | 25.75%-13.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $4,688 | $2,735+71.4% | $3,722+25.9% | $2,565+82.7% |
| Participant deferral / active EE | $11,357 | $3,467+227.5% | $4,653+144.1% | $3,952+187.4% |
| Admin fee / account holder | $96 | $5,469-98.2% | $6,752-98.6% | $6,260-98.5% |