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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.
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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 INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $67,193 |
Service code 37 · EIN 04-2647786 | Loan Processing | $65,351 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,555 |
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 | $61,351 | $58,644+4.6% | $177,989-65.5% | $199,593-69.3% |
| Participation rate | 39.0% | 65.5%-26.5pp | 77.1%-38.1pp | 72.0%-33.0pp |
| Annual return | 16.04% | 19.25%-3.2pp | 294.48%-278.4pp | 34.25%-18.2pp |
| Employer contribution / active EE | $79 | $1,801-95.6% | $3,949-98.0% | $3,034-97.4% |
| Participant deferral / active EE | $1,986 | $4,248-53.2% | $6,276-68.4% | $5,087-61.0% |
| Admin fee / account holder | $248 | $145+70.9% | $10,363-97.6% | $269-7.6% |