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 10-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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $34,500 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,462 |
Filed as: DAVIDSON DOYLE & HILTON LLP Service code 10 · EIN 54-1953476 | Accounting | $8,000 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $6,910 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,642 | $91,407-70.9% | $135,903-80.4% | $71,457-62.7% |
| Participation rate | 80.1% | 75.7%+4.4pp | 81.9%-1.8pp | 67.9%+12.2pp |
| Annual return | 18.26% | 29.90%-11.6pp | 68.23%-50.0pp | 28.85%-10.6pp |
| Employer contribution / active EE | $4,327 | $3,703+16.8% | $4,856-10.9% | $2,588+67.2% |
| Participant deferral / active EE | $1,097 | $7,092-84.5% | $7,758-85.9% | $4,289-74.4% |
| Admin fee / account holder | $215 | $1,266-83.0% | $10,762-98.0% | $1,587-86.5% |