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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $54,211 |
UBS FINANCIAL SERVICES INC6 years Service code 26 · EIN 13-2638166 | Advisory (Participants) | $41,861 |
CROSSLIN PLLC5 years Filed as: CROSSLIN CPA Service code 15 · EIN 27-5360847 | Recordkeeping | $9,000 |
ACUFF & ASSOCIATES, INC.2 years Service code 15 · EIN 62-1477251 | Recordkeeping | $5,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,548 | $65,061+14.6% | $143,757-48.1% | $66,914+11.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -17.13% | -11.14%-6.0pp | -0.04%-17.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $5,548 | $2,361+135.0% | $4,951+12.1% | $2,544+118.1% |
| Participant deferral / active EE | $4,116 | $2,919+41.0% | $5,637-27.0% | $4,237-2.8% |
| Admin fee / account holder | $199 | $502-60.4% | $14,673-98.6% | $593-66.5% |