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 INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $19,160 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,583 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,595 | $71,883+2.4% | $86,677-15.1% | $68,494+7.4% |
| Participation rate | 95.8% | 72.2%+23.6pp | 76.6%+19.3pp | 67.9%+27.9pp |
| Annual return | -15.70% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,004 | $2,173-7.8% | $2,836-29.4% | $2,596-22.8% |
| Participant deferral / active EE | $5,941 | $3,779+57.2% | $4,656+27.6% | $4,027+47.5% |
| Admin fee / account holder | $305 | $6,112-95.0% | $7,493-95.9% | $5,403-94.4% |