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 INC8 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $51,884 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $30,121 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,820 | $60,323+58.8% | $81,812+17.1% | $74,495+28.6% |
| Participation rate | 95.7% | 62.9%+32.8pp | 72.3%+23.3pp | 67.2%+28.5pp |
| Annual return | 18.00% | 16.90%+1.1pp | 773.79%-755.8pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $4,334 | $2,620+65.4% | $2,912+48.8% | $2,623+65.2% |
| Participant deferral / active EE | $7,959 | $3,387+134.9% | $4,319+84.3% | $4,346+83.1% |
| Admin fee / account holder | $352 | $1,486-76.3% | $7,386-95.2% | $1,942-81.9% |