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 INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $19,294 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,230 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,611 | $58,694+6.7% | $142,863-56.2% | $85,850-27.1% |
| Participation rate | 50.0% | 58.5%-8.5pp | 71.9%-21.9pp | 69.3%-19.3pp |
| Annual return | 15.28% | 27.72%-12.4pp | 5637.54%-5622.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,293 | $1,423-9.1% | $4,144-68.8% | $2,565-49.6% |
| Participant deferral / active EE | $1,985 | $2,607-23.9% | $3,837-48.3% | $3,952-49.8% |
| Admin fee / account holder | $214 | $4,239-95.0% | $6,560-96.7% | $6,260-96.6% |