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 4-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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $19,859 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,815 |
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 | $92,886 | $80,968+14.7% | $96,544-3.8% | $75,163+23.6% |
| Participation rate | 97.5% | 71.8%+25.8pp | 76.0%+21.6pp | 67.2%+30.3pp |
| Annual return | 17.38% | 27.06%-9.7pp | 25.84%-8.5pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,222 | $2,282-2.6% | $2,965-25.0% | $2,670-16.8% |
| Participant deferral / active EE | $7,017 | $3,928+78.6% | $4,851+44.6% | $4,125+70.1% |
| Admin fee / account holder | $340 | $6,724-94.9% | $8,252-95.9% | $5,651-94.0% |