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 Service code 55 · EIN 13-2638166 | Other Commissions | $39,602 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $84 |
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 | $124,480 | $78,422+58.7% | $95,952+29.7% | $79,858+55.9% |
| Participation rate | 97.7% | 73.5%+24.2pp | 77.1%+20.7pp | 69.6%+28.1pp |
| Annual return | 12.29% | 19.37%-7.1pp | 91.61%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,431 | $1,945-26.4% | $2,541-43.7% | $2,471-42.1% |
| Participant deferral / active EE | $8,108 | $3,440+135.7% | $4,167+94.6% | $3,740+116.8% |
| Admin fee / account holder | $1 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |