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 | $65,538 |
UBS FINANCIAL SERVICES INC8 years Service code 26 · EIN 13-2638166 | Advisory (Participants) | $40,519 |
CROSSLIN PLLC1 year Service code 15 3803 BEDFORD AVE · NASHVILLE, TN 37201 | Recordkeeping | $9,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,268 | $50,815+83.5% | $155,509-40.0% | $77,643+20.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.66% | 34.80%-20.1pp | 64.67%-50.0pp | 31.24%-16.6pp |
| Employer contribution / active EE | $4,486 | $1,993+125.1% | $4,672-4.0% | $2,726+64.6% |
| Participant deferral / active EE | $3,212 | $2,822+13.8% | $5,626-42.9% | $4,647-30.9% |
| Admin fee / account holder | $159 | $437-63.7% | $15,912-99.0% | $430-63.1% |