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 37 · EIN 04-2647786 | Loan Processing | $46,984 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,174 | $56,152+12.5% | $185,823-66.0% | $73,409-13.9% |
| Participation rate | 50.5% | 67.6%-17.1pp | 78.0%-27.6pp | 72.2%-21.7pp |
| Annual return | 17.76% | 17.59%+0.2pp | 35.95%-18.2pp | 59.29%-41.5pp |
| Employer contribution / active EE | $204 | $1,532-86.7% | $4,087-95.0% | $2,234-90.9% |
| Participant deferral / active EE | $2,364 | $3,659-35.4% | $5,632-58.0% | $3,805-37.9% |
| Admin fee / account holder | $245 | $132+85.8% | $9,500-97.4% | $158+55.4% |