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 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $49,785 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,951 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,112 | $102,204+82.1% | $145,661+27.8% | $85,563+117.5% |
| Participation rate | 98.5% | 70.6%+27.9pp | 77.2%+21.2pp | 66.0%+32.5pp |
| Annual return | 15.25% | 16.68%-1.4pp | 101.46%-86.2pp | 31.51%-16.3pp |
| Employer contribution / active EE | $4,442 | $3,600+23.4% | $4,238+4.8% | $2,654+67.4% |
| Participant deferral / active EE | $9,469 | $5,729+65.3% | $7,198+31.5% | $4,375+116.4% |
| Admin fee / account holder | $138 | $647-78.6% | $12,466-98.9% | $834-83.4% |