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 8-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 SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $26,624 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,498 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,516 | $42,886-12.5% | $88,946-57.8% | $85,563-56.2% |
| Participation rate | 31.9% | 37.9%-6.1pp | 68.8%-37.0pp | 66.0%-34.1pp |
| Annual return | 18.45% | 44.56%-26.1pp | 57.82%-39.4pp | 31.51%-13.1pp |
| Employer contribution / active EE | $843 | $1,147-26.5% | $2,555-67.0% | $2,654-68.2% |
| Participant deferral / active EE | $1,771 | $2,108-16.0% | $4,581-61.3% | $4,375-59.5% |
| Admin fee / account holder | $203 | $2,263-91.0% | $8,261-97.5% | $834-75.7% |