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 INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 26 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 070866761 | Advisory (Participants) | $25,000 |
NEWPORT GROUP, INC.6+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,659 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,286 | $61,156+78.7% | $185,823-41.2% | $79,386+37.7% |
| Participation rate | 91.1% | 66.6%+24.5pp | 81.7%+9.4pp | 70.7%+20.4pp |
| Annual return | 27.38% | 19.45%+7.9pp | 122.05%-94.7pp | 116.85%-89.5pp |
| Employer contribution / active EE | $5,196 | $2,321+123.9% | $5,167+0.6% | $2,427+114.1% |
| Participant deferral / active EE | $2,925 | $2,789+4.9% | $5,568-47.5% | $4,046-27.7% |
| Admin fee / account holder | $208 | $710-70.7% | $16,237-98.7% | $626-66.8% |