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 | $48,609 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $46,140 |
LEWIS RICE LLC2 years Filed as: LEWIS & KNOPF, CPAS Service code 10 · EIN 38-3205662 | Accounting | $28,200 |
PENSION ASSURANCE LLP3 years Filed as: PENSION RESOURCES CORP Service code 16 · EIN 75-2503320 | Consulting | $6,481 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $87,293 | $55,415+57.5% | $155,509-43.9% | $74,495+17.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.25% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,595 | $2,267-29.6% | $4,672-65.9% | $2,623-39.2% |
| Participant deferral / active EE | $1,588 | $2,836-44.0% | $5,626-71.8% | $4,346-63.5% |
| Admin fee / account holder | $343 | $1,738-80.3% | $15,912-97.8% | $1,942-82.4% |