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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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $14,447 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,213 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,750 | $31,679+25.5% | $74,701-46.8% | $65,185-39.0% |
| Participation rate | 75.3% | 40.4%+34.9pp | 54.5%+20.8pp | 70.2%+5.1pp |
| Annual return | 24.26% | 39.04%-14.8pp | 752.92%-728.7pp | 29.38%-5.1pp |
| Employer contribution / active EE | $101 | $566-82.2% | $1,084-90.7% | $2,177-95.4% |
| Participant deferral / active EE | $1,654 | $1,191+38.9% | $1,964-15.8% | $3,514-52.9% |
| Admin fee / account holder | $98 | $379-74.2% | $3,333-97.1% | $847-88.4% |