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 INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $38,131 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,129 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,388 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,646 | $79,013+8.4% | $100,391-14.7% | $74,495+15.0% |
| Participation rate | 94.5% | 79.5%+15.1pp | 81.5%+13.1pp | 67.2%+27.3pp |
| Annual return | 15.89% | 20.41%-4.5pp | 49.20%-33.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $4,348 | $3,021+43.9% | $3,942+10.3% | $2,623+65.8% |
| Participant deferral / active EE | $12,141 | $7,760+56.5% | $8,082+50.2% | $4,346+179.4% |
| Admin fee / account holder | $224 | $1,320-83.0% | $7,899-97.2% | $1,942-88.5% |