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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $27,262 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,582 | $65,435+23.1% | $86,677-7.0% | $66,914+20.4% |
| Participation rate | 91.4% | 75.5%+16.0pp | 76.6%+14.8pp | 69.8%+21.6pp |
| Annual return | 4.05% | -10.89%+14.9pp | 35.91%-31.9pp | 1.58%+2.5pp |
| Employer contribution / active EE | $1,848 | $2,153-14.2% | $2,836-34.9% | $2,544-27.4% |
| Participant deferral / active EE | $3,022 | $4,100-26.3% | $4,656-35.1% | $4,237-28.7% |
| Admin fee / account holder | $214 | $642-66.7% | $7,493-97.1% | $593-64.0% |