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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $9,613 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,212 | $50,815-32.7% | $155,509-78.0% | $77,643-55.9% |
| Participation rate | 96.4% | 63.1%+33.2pp | 78.2%+18.2pp | 70.6%+25.8pp |
| Annual return | 12.77% | 34.80%-22.0pp | 64.67%-51.9pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,949 | $1,993-2.2% | $4,672-58.3% | $2,726-28.5% |
| Participant deferral / active EE | $2,834 | $2,822+0.4% | $5,626-49.6% | $4,647-39.0% |
| Admin fee / account holder | $37 | $437-91.5% | $15,912-99.8% | $430-91.4% |