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 INC6+ years Service code 16 · EIN 13-2638166 | Consulting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,579 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,506 | $93,182+6.8% | $146,665-32.2% | $79,386+25.3% |
| Participation rate | 91.7% | 76.4%+15.2pp | 80.1%+11.6pp | 70.7%+21.0pp |
| Annual return | 14.63% | 21.61%-7.0pp | 22.74%-8.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $3,381 | $2,420+39.7% | $4,136-18.3% | $2,427+39.3% |
| Participant deferral / active EE | $8,293 | $4,169+98.9% | $5,506+50.6% | $4,046+105.0% |
| Admin fee / account holder | $188 | $585-67.9% | $10,280-98.2% | $626-70.1% |