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 INC5 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $52,666 |
ASCENSUS LLC2 years Filed as: SCP RETIREMENT SERVICES LLC Service code 17 30 N. LA SALLE STREET, SUITE 2624 · CHICAGO, IL 60602 | Pension Consulting | $10,326 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,716 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,423 | $109,881+55.1% | $150,045+13.6% | $84,808+101.0% |
| Participation rate | 87.7% | 76.1%+11.6pp | 82.3%+5.3pp | 68.3%+19.4pp |
| Annual return | 16.95% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,630 | $3,561-26.1% | $4,693-43.9% | $2,6310% |
| Participant deferral / active EE | $14,123 | $6,636+112.8% | $7,997+76.6% | $4,212+235.3% |
| Admin fee / account holder | $168 | $8,568-98.0% | $13,435-98.8% | $7,344-97.7% |