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 6-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 INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $113,418 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$71,282 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,749 | $59,839+253.9% | $81,983+158.3% | $79,858+165.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 18.46% | 17.56%+0.9pp | 41.31%-22.8pp | 31.71%-13.3pp |
| Employer contribution / active EE | $7,521 | $1,713+338.9% | $2,498+201.1% | $2,471+204.4% |
| Participant deferral / active EE | $9,662 | $2,695+258.5% | $3,722+159.6% | $3,740+158.3% |
| Admin fee / account holder | $122 | $4,287-97.2% | $5,664-97.8% | $5,306-97.7% |