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 INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $17,670 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,525 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,068 | $86,286-6.0% | $111,297-27.2% | $85,850-5.6% |
| Participation rate | 95.6% | 73.3%+22.3pp | 77.3%+18.3pp | 69.3%+26.3pp |
| Annual return | 25.74% | 19.99%+5.8pp | 54.65%-28.9pp | 318.53%-292.8pp |
| Employer contribution / active EE | $1,884 | $2,043-7.8% | $2,731-31.0% | $2,565-26.6% |
| Participant deferral / active EE | $5,760 | $3,641+58.2% | $4,487+28.4% | $3,952+45.8% |
| Admin fee / account holder | $293 | $8,188-96.4% | $7,964-96.3% | $6,260-95.3% |