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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,750 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 95-2769620 | Recordkeeping Fees | $1,744 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $356 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,921 | $106,028-31.2% | $146,958-50.4% | $77,643-6.1% |
| Participation rate | 94.9% | 78.4%+16.5pp | 82.2%+12.7pp | 70.6%+24.3pp |
| Annual return | 20.64% | 56.73%-36.1pp | 418.34%-397.7pp | 31.24%-10.6pp |
| Employer contribution / active EE | $7,490 | $4,063+84.3% | $4,933+51.8% | $2,726+174.8% |
| Participant deferral / active EE | $7,188 | $7,990-10.0% | $8,070-10.9% | $4,647+54.7% |
| Admin fee / account holder | $7 | $337-97.9% | $12,998-99.9% | $430-98.4% |