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.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $28,581 |
BAKER TILLY US, LLP1 year Service code 15 · EIN 30-1413443 | Recordkeeping | $22,575 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,044 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,464 | $80,717+23.2% | $154,803-35.7% | $84,808+17.3% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 13.40% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $9,479 | $2,761+243.3% | $4,305+120.2% | $2,631+260.3% |
| Participant deferral / active EE | $22,747 | $3,303+588.6% | $5,540+310.6% | $4,212+440.1% |
| Admin fee / account holder | $370 | $6,746-94.5% | $14,329-97.4% | $7,344-95.0% |