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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,452 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $5,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,360 | $48,795+44.2% | $65,493+7.4% | $84,808-17.0% |
| Participation rate | 98.6% | 67.0%+31.6pp | 73.1%+25.5pp | 68.3%+30.3pp |
| Annual return | 14.04% | 20.20%-6.2pp | 982.45%-968.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,351 | $1,930+21.8% | $2,574-8.7% | $2,631-10.6% |
| Participant deferral / active EE | $4,603 | $2,928+57.2% | $3,961+16.2% | $4,212+9.3% |
| Admin fee / account holder | $37 | $3,877-99.1% | $5,028-99.3% | $7,344-99.5% |