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 INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,427 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,341 | $89,436-25.8% | $164,813-59.7% | $77,643-14.6% |
| Participation rate | 51.4% | 78.6%-27.3pp | 78.6%-27.3pp | 70.6%-19.2pp |
| Annual return | 13.22% | 28.83%-15.6pp | 69.93%-56.7pp | 31.24%-18.0pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $4,341-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,308 | $4,897-32.4% | $6,031-45.2% | $4,647-28.8% |
| Admin fee / account holder | $277 | $339-18.4% | $12,690-97.8% | $430-35.7% |