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 5-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $143,710 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $68,870 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,950 | $50,127-44.2% | $149,673-81.3% | $80,160-65.1% |
| Participation rate | 59.1% | 64.3%-5.2pp | 78.8%-19.7pp | 72.9%-13.9pp |
| Annual return | 76.08% | 29.82%+46.3pp | 134.42%-58.3pp | 40.38%+35.7pp |
| Employer contribution / active EE | $563 | $1,865-69.8% | $4,818-88.3% | $2,978-81.1% |
| Participant deferral / active EE | $2,534 | $3,194-20.7% | $5,680-55.4% | $5,017-49.5% |
| Admin fee / account holder | $114 | $153-25.5% | $13,210-99.1% | $145-21.5% |