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 INC. Service code 99 · EIN 13-2638166 | Other Fees | $22,044 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,882 | $67,984-14.9% | $65,493-11.6% | $74,304-22.1% |
| Participation rate | 95.1% | 66.3%+28.8pp | 73.1%+22.0pp | 60.3%+34.8pp |
| Annual return | 13.37% | 19.87%-6.5pp | 982.45%-969.1pp | 29.43%-16.1pp |
| Employer contribution / active EE | $3,358 | $2,491+34.8% | $2,574+30.5% | $2,241+49.8% |
| Participant deferral / active EE | $5,405 | $3,346+61.5% | $3,961+36.5% | $3,767+43.5% |
| Admin fee / account holder | $122 | $1,373-91.1% | $5,028-97.6% | $2,969-95.9% |