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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.
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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 INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $12,259 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,436 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,564 | $78,485-81.4% | $106,213-86.3% | $74,495-80.4% |
| Participation rate | 86.1% | 72.8%+13.3pp | 75.3%+10.8pp | 67.2%+18.9pp |
| Annual return | 14.41% | 15.95%-1.5pp | 116.14%-101.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | -$16 | $2,523-100.6% | $3,171-100.5% | $2,623-100.6% |
| Participant deferral / active EE | $2,268 | $4,322-47.5% | $5,016-54.8% | $4,346-47.8% |
| Admin fee / account holder | $118 | $2,232-94.7% | $11,033-98.9% | $1,942-93.9% |