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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 INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $26,008 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,786 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,015 | $86,655-19.2% | $119,609-41.5% | $66,914+4.6% |
| Participation rate | 70.7% | 75.6%-4.9pp | 79.3%-8.6pp | 69.8%+0.9pp |
| Annual return | -15.43% | -8.00%-7.4pp | -14.97%-0.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,680 | $4,358+7.4% | $5,602-16.5% | $4,237+10.5% |
| Admin fee / account holder | $344 | $755-54.4% | $10,323-96.7% | $593-42.0% |