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 INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,838 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,710 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $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 | $67,264 | $63,299+6.3% | $91,001-26.1% | $62,292+8.0% |
| Participation rate | 96.8% | 73.3%+23.4pp | 75.6%+21.2pp | 69.5%+27.2pp |
| Annual return | 15.24% | 20.99%-5.8pp | 4.60%+10.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $3,055 | $1,807+69.1% | $2,456+24.4% | $2,042+49.6% |
| Participant deferral / active EE | $2,884 | $2,943-2.0% | $3,547-18.7% | $3,169-9.0% |
| Admin fee / account holder | $139 | $468-70.3% | $5,417-97.4% | $479-71.0% |