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 | $16,428 |
UBS FINANCIAL SERVICES INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,866 |
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 | $34,979 | $34,677+0.9% | $77,024-54.6% | $64,808-46.0% |
| Participation rate | 77.0% | 49.8%+27.2pp | 67.9%+9.1pp | 71.5%+5.6pp |
| Annual return | -15.92% | -5.33%-10.6pp | 42.32%-58.2pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,535 | $1,370+12.0% | $2,812-45.4% | $2,506-38.8% |
| Participant deferral / active EE | $3,083 | $2,556+20.6% | $4,426-30.3% | $4,310-28.5% |
| Admin fee / account holder | $49 | $179-72.4% | $5,425-99.1% | $188-73.7% |