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 9-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 INC3 years Filed as: UBS FINANCIAL Service code 27 · EIN 26-2235829 | Advisory (Plan) | $19,546 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,130 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ CO Service code 10 13616 CALIFORNIA ST · OMAHA, NE 68154 | Accounting | $8,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,165 | $64,119+7.9% | $112,228-38.4% | $66,914+3.4% |
| Participation rate | 97.7% | 68.5%+29.2pp | 75.1%+22.6pp | 69.8%+27.9pp |
| Annual return | 3.49% | -13.81%+17.3pp | 27.45%-24.0pp | 1.58%+1.9pp |
| Employer contribution / active EE | $2,901 | $3,005-3.5% | $3,635-20.2% | $2,544+14.0% |
| Participant deferral / active EE | $6,799 | $3,693+84.1% | $4,728+43.8% | $4,237+60.5% |
| Admin fee / account holder | $253 | $625-59.5% | $6,410-96.1% | $593-57.3% |