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 15 · EIN 13-2638166 | Recordkeeping | $14,092 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,175 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,350 | $63,299+4.8% | $91,001-27.1% | $62,292+6.5% |
| Participation rate | 77.7% | 73.3%+4.4pp | 75.6%+2.1pp | 69.5%+8.2pp |
| Annual return | 14.55% | 20.99%-6.4pp | 4.60%+10.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $304 | $1,807-83.2% | $2,456-87.6% | $2,042-85.1% |
| Participant deferral / active EE | $1,613 | $2,943-45.2% | $3,547-54.5% | $3,169-49.1% |
| Admin fee / account holder | $157 | $468-66.3% | $5,417-97.1% | $479-67.2% |