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 3-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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $35,594 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,794 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,232 | $54,701-13.7% | $86,188-45.2% | $71,457-33.9% |
| Participation rate | 84.9% | 60.1%+24.8pp | 69.0%+15.9pp | 67.9%+17.0pp |
| Annual return | 15.50% | 20.06%-4.6pp | 1168.45%-1152.9pp | 28.85%-13.3pp |
| Employer contribution / active EE | $179 | $1,265-85.9% | $2,380-92.5% | $2,588-93.1% |
| Participant deferral / active EE | $5,143 | $3,108+65.5% | $3,985+29.1% | $4,289+19.9% |
| Admin fee / account holder | $304 | $1,922-84.2% | $6,852-95.6% | $1,587-80.9% |