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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 | $59,693 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $53,940 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,253 | $50,574+5.3% | $169,368-68.6% | $80,160-33.6% |
| Participation rate | 42.8% | 67.8%-25.0pp | 77.1%-34.4pp | 72.9%-30.2pp |
| Annual return | 22.32% | 22.92%-0.6pp | 405.60%-383.3pp | 40.38%-18.1pp |
| Employer contribution / active EE | $92 | $1,693-94.5% | $4,013-97.7% | $2,978-96.9% |
| Participant deferral / active EE | $1,860 | $4,164-55.3% | $6,221-70.1% | $5,017-62.9% |
| Admin fee / account holder | $214 | $107+100.5% | $9,003-97.6% | $145+47.7% |