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 37 · EIN 04-2647786 | Loan Processing | $6,100 |
UBS FINANCIAL SERVICES INC3+ years Service code 61 · EIN 13-2638166 | Finders' fees / placement fees | $0 |
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 | $70,435 | $63,156+11.5% | $122,332-42.4% | $62,292+13.1% |
| Participation rate | 83.3% | 60.0%+23.3pp | 71.6%+11.7pp | 69.5%+13.8pp |
| Annual return | 17.94% | 20.61%-2.7pp | 30.27%-12.3pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,785 | $1,385+28.9% | $4,050-55.9% | $2,042-12.6% |
| Participant deferral / active EE | $3,214 | $2,321+38.5% | $3,287-2.2% | $3,169+1.4% |
| Admin fee / account holder | $37 | $440-91.5% | $5,478-99.3% | $479-92.2% |