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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $155,295 |
Service code 12 · EIN 13-3689044 | Claims processing; Account maintenanc... | $33,788 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return 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 | $92,687 | $72,254+28.3% | $86,677+6.9% | $64,808+43.0% |
| Participation rate | 96.5% | 80.4%+16.1pp | 76.6%+19.9pp | 71.5%+25.0pp |
| Annual return | -18.20% | 392.42%-410.6pp | 35.91%-54.1pp | 32.82%-51.0pp |
| Employer contribution / active EE | $3,703 | $2,393+54.7% | $2,836+30.5% | $2,506+47.8% |
| Participant deferral / active EE | $5,690 | $4,658+22.2% | $4,656+22.2% | $4,310+32.0% |
| Admin fee / account holder | $256 | $174+47.3% | $7,493-96.6% | $188+36.4% |