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 INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $21,264 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,632 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,847 | $59,417-19.5% | $93,606-48.9% | $74,495-35.8% |
| Participation rate | 79.9% | 59.7%+20.2pp | 68.7%+11.1pp | 67.2%+12.7pp |
| Annual return | 12.81% | 81.83%-69.0pp | 133.20%-120.4pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $160 | $1,264-87.3% | $2,420-93.4% | $2,623-93.9% |
| Participant deferral / active EE | $3,915 | $3,050+28.4% | $4,411-11.3% | $4,346-9.9% |
| Admin fee / account holder | $198 | $3,021-93.5% | $8,285-97.6% | $1,942-89.8% |