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 INC9 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $71,019 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$18,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,220 | $87,870+84.6% | $113,168+43.3% | $74,304+118.3% |
| Participation rate | 99.1% | 70.7%+28.4pp | 76.6%+22.5pp | 60.3%+38.8pp |
| Annual return | 14.49% | 26.44%-11.9pp | 24.27%-9.8pp | 29.43%-14.9pp |
| Employer contribution / active EE | $839 | $2,277-63.1% | $2,975-71.8% | $2,241-62.6% |
| Participant deferral / active EE | $8,784 | $4,241+107.1% | $5,107+72.0% | $3,767+133.2% |
| Admin fee / account holder | $143 | $3,368-95.8% | $12,068-98.8% | $2,969-95.2% |