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 71-0294708 | Recordkeeping | $182,782 |
UBS FINANCIAL SERVICES INC6 years Service code 99 · EIN 13-2638166 | Other Fees | $94,576 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,946 | $107,459-66.5% | $135,903-73.6% | $80,160-55.2% |
| Participation rate | 93.9% | 78.0%+15.9pp | 81.9%+12.0pp | 72.9%+21.0pp |
| Annual return | 4.10% | 91.91%-87.8pp | 68.23%-64.1pp | 40.38%-36.3pp |
| Employer contribution / active EE | $2,288 | $3,877-41.0% | $4,856-52.9% | $2,978-23.2% |
| Participant deferral / active EE | $4,397 | $8,195-46.3% | $7,758-43.3% | $5,017-12.4% |
| Admin fee / account holder | $163 | $127+28.5% | $10,762-98.5% | $145+12.5% |