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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $52,918 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 15 · EIN 13-1639826 | Recordkeeping | $18,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 10 · EIN 22-1211670 | Accounting | $10,137 |
Service code 15 | Recordkeeping | $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 | $218,793 | $70,908+208.6% | $98,907+121.2% | $73,488+197.7% |
| Participation rate | 95.8% | 73.8%+22.0pp | 76.0%+19.8pp | 70.7%+25.1pp |
| Annual return | 17.84% | 34.17%-16.3pp | 196.43%-178.6pp | 28.51%-10.7pp |
| Employer contribution / active EE | $10,320 | $2,036+406.8% | $2,689+283.8% | $2,270+354.6% |
| Participant deferral / active EE | $6,862 | $3,500+96.1% | $4,244+61.7% | $3,740+83.5% |
| Admin fee / account holder | $98 | $535-81.6% | $6,642-98.5% | $513-80.9% |