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 INC4+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $126,188 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$84,339 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,070 | $163,676+26.5% | $68,791+201.0% | - |
| Participation rate | 99.0% | 66.2%+32.8pp | 69.0%+30.0pp | - |
| Annual return | -12.89% | -11.88%-1.0pp | -6.38%-6.5pp | - |
| Employer contribution / active EE | $8,147 | $2,304+253.6% | $2,655+206.8% | - |
| Participant deferral / active EE | $10,849 | $3,975+172.9% | $3,941+175.3% | - |
| Admin fee / account holder | $130 | $34,290-99.6% | $4,932-97.4% | - |