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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $47,017 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,860 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,581 | $81,908+44.8% | $90,749+30.7% | $64,808+83.0% |
| Participation rate | 78.5% | 80.5%-1.9pp | 75.7%+2.8pp | 71.5%+7.1pp |
| Annual return | -15.81% | -12.53%-3.3pp | -12.16%-3.6pp | 32.82%-48.6pp |
| Employer contribution / active EE | $3,271 | $3,065+6.7% | $2,921+12.0% | $2,506+30.5% |
| Participant deferral / active EE | $6,937 | $4,840+43.3% | $4,564+52.0% | $4,310+60.9% |
| Admin fee / account holder | $319 | $157+102.8% | $8,445-96.2% | $188+69.7% |