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 |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $6,893 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0114007 | Contract Administrator | $2,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,886 | $93,571-68.1% | $135,903-78.0% | $75,163-60.2% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.7pp | 67.2%+29.4pp |
| Annual return | 20.94% | 30.90%-10.0pp | 68.23%-47.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,902 | $3,537-46.2% | $4,856-60.8% | $2,670-28.8% |
| Participant deferral / active EE | $3,188 | $6,404-50.2% | $7,758-58.9% | $4,125-22.7% |
| Admin fee / account holder | $53 | $6,975-99.2% | $10,762-99.5% | $5,651-99.1% |