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 INC2 years Service code 15 C/O DCA YY 7123400174 · NASHVILLE, TN 37238 | Recordkeeping | $18,217 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $35,973 | $84,936-57.6% | $111,297-67.7% | $79,386-54.7% |
| Participation rate | 61.9% | 75.9%-14.0pp | 77.3%-15.4pp | 70.7%-8.8pp |
| Annual return | 11.28% | 17.45%-6.2pp | 54.65%-43.4pp | 116.85%-105.6pp |
| Employer contribution / active EE | $782 | $1,979-60.5% | $2,731-71.4% | $2,427-67.8% |
| Participant deferral / active EE | $2,970 | $3,888-23.6% | $4,487-33.8% | $4,046-26.6% |
| Admin fee / account holder | $162 | $537-69.9% | $7,964-98.0% | $626-74.2% |