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 INC1+ years Service code 16 1000 HARBOR PLACE · WEEHAWKEN, NJ 07086 | Consulting | $77,335 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $77,209 |
MERCER1+ years Filed as: MERCER HR SERVICES Service code 15 · EIN 20-1932099 | Recordkeeping | $46,305 |
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $30,800 |
MACALA & PIATT, LLC1+ years Service code 29 · EIN 34-1933033 | Legal | $21,823 |
THE BOGHDAN GROUP1+ years Service code 16 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Consulting | $18,000 |
YURCHYK & DAVIS CPA'S, INC.1+ years Filed as: YURCHYK & DAVIS CPAS INC Service code 10 · EIN 34-1638235 | Accounting | $8,100 |
MANNING & NAPIER1+ years Service code 52 · EIN 16-0995736 | Indirect Investment 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 | $99,769 | $55,516+79.7% | $75,781+31.7% | $59,188+68.6% |
| Participation rate | 98.9% | 73.6%+25.3pp | 75.8%+23.1pp | 69.4%+29.5pp |
| Annual return | -1.21% | -1.89%+0.7pp | 9.68%-10.9pp | 5.51%-6.7pp |
| Employer contribution / active EE | $5,560 | $2,604+113.5% | $3,323+67.3% | $2,098+165.0% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,651-100.0% | $3,265-100.0% |
| Admin fee / account holder | $236 | $110+114.3% | $5,299-95.6% | $92+155.6% |