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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.
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 INC2+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $26,745 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,292 |
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 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 | $12,703 | $42,582-70.2% | $171,082-92.6% | $57,658-78.0% |
| Participation rate | 73.2% | 63.9%+9.3pp | 76.7%-3.5pp | 70.2%+3.0pp |
| Annual return | 7.03% | 308.67%-301.6pp | 32.56%-25.5pp | 5.13%+1.9pp |
| Employer contribution / active EE | $0 | $1,306-100.0% | $4,002-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,766 | $2,933-39.8% | $4,797-63.2% | $3,061-42.3% |
| Admin fee / account holder | $78 | $82-5.5% | $8,520-99.1% | $95-17.7% |