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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,185 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,486 | $40,174-16.6% | $84,015-60.1% | $67,579-50.4% |
| Participation rate | 40.6% | 62.7%-22.1pp | 69.0%-28.4pp | 71.3%-30.7pp |
| Annual return | 27.96% | 25.82%+2.1pp | 71.31%-43.3pp | 378.56%-350.6pp |
| Employer contribution / active EE | $918 | $808+13.7% | $1,983-53.7% | $2,148-57.3% |
| Participant deferral / active EE | $2,166 | $2,301-5.9% | $3,239-33.1% | $3,539-38.8% |
| Admin fee / account holder | $153 | $128+19.6% | $6,101-97.5% | $142+7.9% |