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 INC10+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $30,021 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $23,526 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,460 | $79,171+62.3% | $102,423+25.4% | $74,495+72.4% |
| Participation rate | 97.1% | 74.8%+22.3pp | 76.5%+20.7pp | 67.2%+29.9pp |
| Annual return | 14.36% | 54.93%-40.6pp | 29.32%-15.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,788 | $2,362+18.0% | $3,023-7.8% | $2,623+6.3% |
| Participant deferral / active EE | $6,302 | $4,415+42.7% | $5,053+24.7% | $4,346+45.0% |
| Admin fee / account holder | $325 | $2,001-83.8% | $9,451-96.6% | $1,942-83.3% |