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 5-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 INC5+ years Service code 99 · EIN 13-2638166 | Other Fees | $32,967 |
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 | $85,493 | $109,413-21.9% | $156,263-45.3% | $84,808+0.8% |
| Participation rate | 88.8% | 72.7%+16.1pp | 78.9%+9.9pp | 68.3%+20.5pp |
| Annual return | 15.47% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $889 | $2,907-69.4% | $4,333-79.5% | $2,631-66.2% |
| Participant deferral / active EE | $5,687 | $4,590+23.9% | $6,158-7.6% | $4,212+35.0% |
| Admin fee / account holder | $294 | $9,357-96.9% | $14,255-97.9% | $7,344-96.0% |