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 INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $64,870 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $61,296 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,229 | $45,031-15.1% | $84,966-55.0% | $77,643-50.8% |
| Participation rate | 79.1% | 48.7%+30.5pp | 67.5%+11.6pp | 70.6%+8.6pp |
| Annual return | 14.74% | 79.22%-64.5pp | 66.38%-51.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,964 | $1,609+22.0% | $2,727-28.0% | $2,726-28.0% |
| Participant deferral / active EE | $3,698 | $2,807+31.7% | $4,519-18.2% | $4,647-20.4% |
| Admin fee / account holder | $161 | $912-82.3% | $6,149-97.4% | $430-62.6% |