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 |
|---|---|---|
Service code 66 · EIN 35-0145825 | Insurance mortality and expense charg... | $47,333 |
UBS FINANCIAL SERVICES INC4 years Service code 16 · EIN 13-2638166 | Consulting | $29,677 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,078 | $61,156-52.5% | $185,823-84.4% | $79,386-63.4% |
| Participation rate | 85.7% | 66.6%+19.1pp | 81.7%+4.0pp | 70.7%+15.0pp |
| Annual return | 16.43% | 19.45%-3.0pp | 122.05%-105.6pp | 116.85%-100.4pp |
| Employer contribution / active EE | $1,909 | $2,321-17.7% | $5,167-63.0% | $2,427-21.3% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |